The Tom Dupree Show

The Tom Dupree Show (Season 13 Episode 17) HOUR 2– 3-05-22


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We had a situation with somebody regarding a distribution from a retirement plan.  Given the fact that we’re fiduciaries, it caused us to behave in a certain fashion surrounding that. Being a fiduciary… There’s a lot behind the word, but just to give you an example. There’s a rule. It’s called the Rule of 55. […]
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The Tom Dupree ShowBy Tom Dupree

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