The Retirement Solutions Show

Forced Retirement, Estate Planning Issues, and RMDs


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This week on the Retirement Solutions Show, Bloomberg says a lot of people who are planning to work during retirement are going to be surprised when they find that they’re not able to do so… in fact, 80% of people retire for reasons out of their control. We'll share how you can plan for the unexpected when developing a retirement plan.

Then, are there any estate planning issues we need to watch out for in cases where older couples both pass within a short period of time? We discuss what you should know about beneficiary information on your accounts and how to prevent roadblocks after death.

After that, a Nationwide survey found that most 65-year-olds who are still working have no idea when they’ll have to start taking required minimum distributions (RMDs). Why is that a big deal – won’t our plan administrators tell us, when the time comes?

All that and more on this episode of the Retirement Solutions Show with Ralph Hicks, David Hicks, and the team at Oakmont Advisory Group!

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The Retirement Solutions ShowBy Oakmont Advisory

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