RMDs, Trusted Contacts and the Retirement Plan Around Them

 

A required withdrawal and the amount a household needs to spend are different planning questions. Matt Scuderi, Bryson King and Morgan Patrick discuss required minimum distributions, the role of a trusted contact compared with a power of attorney, and family financial boundaries.

Call the Money Pros at 877-359-1989 or text PROS to 600-700 to discuss your retirement plan.

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The Money Pros

The Money Pros is a financial podcast for pre-retirees and retirees who want clear, practical guidan… 

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