Are you ready to do a rollover or dreading the need to do a required distribution? David explains some recent updates that may make this a bit easier for you.
What we discuss on this episode:
0:30 - Today we’ll talk about something for everyone.
1:09 - What recent changes have been made?
2:30 - Why does the life expectancy table change matter?
7:34 - How can you do an IRA rollover without issue?
10:45 - David shares a client example of a rollover.
Get additional financial resources here: https://www.coveryourassetskc.com/podcasts
