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Balancing protection, growth and smart RMD strategy
On this weekend’s edition of The Alpha Wealth Hour, Tom Fortino explains how to strike the right balance between protecting your assets and pursuing growth. He also discusses why required minimum distributions (RMDs) shouldn’t be treated as a year-end afterthought, and explores how “Trump accounts” and other strategies may play a role in legacy planning.
https://serve.castfire.com/audio/7973713/The_Alpha_Wealth_Hour_02-15-26_2026-02-12-215113.64kmono.mp3
Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!
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By WGN RadioOn this weekend’s edition of The Alpha Wealth Hour, Tom Fortino explains how to strike the right balance between protecting your assets and pursuing growth. He also discusses why required minimum distributions (RMDs) shouldn’t be treated as a year-end afterthought, and explores how “Trump accounts” and other strategies may play a role in legacy planning.
https://serve.castfire.com/audio/7973713/The_Alpha_Wealth_Hour_02-15-26_2026-02-12-215113.64kmono.mp3
Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!
Recent Posts
The Alpha Wealth Hour
New tax laws, AI and the Great Wealth Transfer
.cls-7{fill:#fff;fill-rule:evenodd}
Uncle Sam, your 401(k), and a smart retirement plan
.cls-7{fill:#fff;fill-rule:evenodd}
Balancing protection, growth and smart RMD strategy
.cls-7{fill:#fff;fill-rule:evenodd}
Sticking the landing in retirement
.cls-7{fill:#fff;fill-rule:evenodd}
Are you making retirement tax mistakes?
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
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