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#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!

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Manage episode 500152087 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

169 episodes

Artwork
iconShare
 
Manage episode 500152087 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

169 episodes

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