New IRA required minimum distribution rules are discussed. Very important changes to individual retirement accounts are covered the whole hour by Paul and Anne. Stay tuned for anyone you know who is approaching 70.5 years old.
This is hour 2/3 recorded on December 21, 2019.
Today, Paul talks about how tax laws around the 10-year rule on inherited IRAs make inheriting this common retirement vehicle more complicated
Paul got a question today from a listener who wants to know how an ex-spouse can take benefits when they did not
Today, Paul gives a crash course about social security and some of the most common mistakes or misconceptions when taking this benefit.
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.
