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Mark discusses the new rules regarding inherited IRAs, emphasizing the importance of understanding required minimum distributions (RMDs) and their implications for beneficiaries. He highlights the necessity of retirement planning classes to navigate these complexities and the importance of determining individual retirement needs. The conversation also covers the creation of personal pensions through income annuities and the need to evaluate existing annuity contracts to ensure they meet current financial needs.
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By Mark CordnerMark discusses the new rules regarding inherited IRAs, emphasizing the importance of understanding required minimum distributions (RMDs) and their implications for beneficiaries. He highlights the necessity of retirement planning classes to navigate these complexities and the importance of determining individual retirement needs. The conversation also covers the creation of personal pensions through income annuities and the need to evaluate existing annuity contracts to ensure they meet current financial needs.
Are You Ready to Embrace Your Golden Years?
Schedule an Appointment
Check out our Newsletter!
Social Media: Facebook LinkedIn YouTube
See omnystudio.com/listener for privacy information.