Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- Thoughts on common withdrawal strategies and what they use in each of their firms ( 12:04 )
- The level of impact of some of the changes in the One Big Beautiful Bill Act ( 30:51 )
- Things to consider when doing rule of 55 distributions from your employer retirement plan ( 37:56 )
- Their thoughts on how many funds and holding the stock portion of a portfolio should have ( 45:40 )
- When or if there are benefits to having multiple accounts of the same type, such as multiple IRAs, multiple brokerage accounts, etc. ( 57:31 )
- How to actually take distributions from a portfolio; from which accounts, in what frequencies, etc. ( 1:06:02 )
- General information and considerations about reverse mortgages ( 1:12:10 )
Links in this episode:
- Mark's firm - Dunes Financial
- Mark's previous appearance on the show - Episode #146
- Retirement Income Style Awareness ("RISA") assessment - here
- Portfolio Visualizer - here
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
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