Required Minimum Distributions (RMDs): Why Having a Plan is Critical for Your Retirement
Aaron Patten Aaron Patten

Required Minimum Distributions (RMDs): Why Having a Plan is Critical for Your Retirement

When it comes to your retirement savings, the term Required Minimum Distributions (RMDs) might seem like just another piece of financial jargon. However, understanding RMDs and having a well-thought-out plan can make a significant difference in your financial plan and peace of mind during your golden years. In this overview, we'll explore what RMDs are, why they matter, and how you can approach them strategically.

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Retirement Planning: The Role of Social Security
Aaron Patten Aaron Patten

Retirement Planning: The Role of Social Security

Partnering with a financial advisor for the management of your employer-sponsored retirement plan can provide numerous benefits, from personalized investment strategies to proactive management of market volatility and cost efficiencies. By leveraging professional knowledge, you can better manage the potential of your 401(k), 457(b), or 403(b) and work towards the retirement lifestyle you want.

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