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