Evan, Dan, Ira, and Jim join Paul to discuss the new required minimum distribution (RMD) rules. They also talk about issues with market-linked CDs. What are “force majeure clauses” and how can they affect you? Are you required to pay an RMD in 2020 for your qualified retirement plan? What is hidden in the fine print of annuity contracts? Listen to find out. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/3 recorded on March 28, 2020.
Are You On Track To Meet Your Retirement Goals?
Today, Paul brings a few questions from his time teaching financial stewardship at Trevecca and wants Evan and Anne to share their