In this episode of "Straight Talk on Retirement," Erin Lapidus is joined by Jeff Lapidus and Rob Markham to explore strategies for managing 401(k) plans and understanding required minimum distributions (RMDs). They highlight the potential advantages of rolling over 401(k)s into self-directed IRAs, and why it’s important to understand RMDs to avoid penalties. The episode also covers strategic asset gifting and the role of Medicare planning in managing healthcare expenses during retirement.
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