by AIO | Sep 8, 2020 | Financial Planning, Podcast, Retirement Planning
In this podcast I will answer the question: What are the benefits and limitations to the 4% withdrawal rule for retirement planning? The rule of guideline came out in the 1990s. It states that if a retiree withdrew 4% of their initial retirement savings per year,... 
by AIO | Jul 8, 2020 | Podcast, Retirement Planning, Taxes
The SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 (the “Act”), which notably modifies Required Minimum Distribution (RMD) rules, went into effect January 1, 2020. Below are the five things that many people need to know. This is just an...