Client Resources

May 5, 2020
7:00 am

Market-Linked CDs and New Required Minimum Distribution Rules

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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.

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