Jan 16, 2023
It’s estimated that more than half of us will need some sort of long-term care in our senior years, just to help us with our daily living needs. Hear Steve discuss options to save for long-term care, especially if you don’t want to self-fund it.
Then, in the next few weeks, a lot of retirees age 72 and up will get reminders to take their required minimum distributions – or RMDs – by the end of the year so Uncle Sam gets his tax money. But an article in the Wall Street Journal suggests taking monthly or quarterly RMDs rather than waiting until year’s end. Hear Steve weigh in on this strategy and more!
Call Steve today for a Comprehensive Retirement Income Plan!