First RMD Calendar Trap
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First RMD Calendar Trap
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Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution. They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving. They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.
800-757-6062
or text IWA to 600-700
Infinite Wealth Advisors
See omnystudio.com/listener for privacy information.
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