The RMD Game: What You Need to Know
Update: 2025-09-19
Description
Kelley talks about the critical strategies for retirement planning, focusing on the importance of understanding withdrawals from retirement accounts, the implications of Required Minimum Distributions (RMDs), and common mistakes to avoid. She also delves into the complexities of annuities, providing insights into their various types and how they can fit into a retirement strategy. Listener questions highlight the need for effective tax strategies and the importance of having a comprehensive financial plan.
Reach Kelley at 800-810-8060.
www.californiawealthadvisors.com
See omnystudio.com/listener for privacy information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
