Here are comments from listeners:
Great to have so many options summarized in one place, as the considerations by age and account type, method are so unique to the individual.
- Amy
A better understanding of the Rule of 55, NUA and SEPP (72t Dist)
- Patrick
Did not know the details of SEPP. Thanks for the IRS link! Excellent attention to detail as always. rockstar!
- Gordon
Great overview of points to consider in retirement planning - thanks
- James
Pension distribution ideas were great. Also ideas regarding Company stock in a 401(k)
- Paul
Rolling over a retirement account to take advantage of NUA into a taxable brokerage and reducing the IRA balance to reduce RMDs and taxes was new to me.
- Kiersten
Taxtools.com - Reinforced the notion of a "financial diet". i am trying to introduce this concept to my millennial clients.
- Cynthia
Users Comments:
Great to have so many options summarized in one place, as the considerations by age and account type, method are so unique to the individual.
- Amy
A better understanding of the Rule of 55, NUA and SEPP (72t Dist)
- Patrick
Did not know the details of SEPP. Thanks for the IRS link! Excellent attention to detail as always. rockstar!
- Gordon
Great overview of points to consider in retirement planning - thanks
- James
Pension distribution ideas were great. Also ideas regarding Company stock in a 401(k)
- Paul
Rolling over a retirement account to take advantage of NUA into a taxable brokerage and reducing the IRA balance to reduce RMDs and taxes was new to me.
- Kiersten
Taxtools.com - Reinforced the notion of a "financial diet". i am trying to introduce this concept to my millennial clients.
- Cynthia