Retirement Planning Education, with Andy Panko

#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!

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Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: 

  • Thoughts on common withdrawal strategies and what they use in each of their firms ( 12:04 )
  • The level of impact of some of the changes in the One Big Beautiful Bill Act ( 30:51 )
  • Things to consider when doing rule of 55 distributions from your employer retirement plan ( 37:56 )
  • Their thoughts on how many funds and holding the stock portion of a portfolio should have ( 45:40 )
  • When or if there are benefits to having multiple accounts of the same type, such as multiple IRAs, multiple brokerage accounts, etc. ( 57:31 )
  • How to actually take distributions from a portfolio; from which accounts, in what frequencies, etc. ( 1:06:02 )
  • General information and considerations about reverse mortgages ( 1:12:10 )


Links in this episode:

  • Mark's firm - Dunes Financial
  • Mark's previous appearance on the show - Episode #146
  • Retirement Income Style Awareness ("RISA") assessment - here
  • Portfolio Visualizer - here


To send Andy questions to be addressed on future Q&A episodes, email [email protected]


  • My company newsletter - Retirement Planning Insights
  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Retirement Planning Education website - www.RetirementPlanningEducation.com
...more
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Retirement Planning Education, with Andy PankoBy Andy Panko
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