Kevin discusses the intricacies of Required Minimum Distributions (RMDs) and their implications for retirement planning. He emphasizes the importance of strategic planning to minimize tax burdens and explores the evolving role of bonds and indexed annuities in retirement portfolios. The conversation also highlights the significance of understanding the sequence of returns and how it affects retirement income strategies.

The Essential Guide to Retirement Planning
21:38

Navigating Market Volatility in Retirement
15:06

A Proactive Approach to Retirement Planning
16:32