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Are Your Allocations Right for RMDs?

There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are to minimize taxes, minimize taking principal, and earn as much as possible. These goals are easy enough to understand, but there are many factors to consider. It takes a well-planned strategy to ensure the interest and dividends you’re generating from your savings and investments are sufficient enough to cover your RMDs, keep your tax bill at a minimum, and satisfy your other expenses throughout retirement.
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Mediacare Supplement Plans

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Part C Medicare Advantage Plans

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Pard D Prescription Drug Plans

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Traditional Long-Term Care

Traditional long term care insurance policies are similar to your auto insurance, homeowners insurance, and health insurance. There is no cash value.

Hybrid Long-Term Care
Simply put, a hybrid long-term care policy combines the benefits of life insurance (or annuity) with long-term care benefits

Estate

Wealth Transfer

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Asset Preservation

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Will or Trust

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Charitable Gifting

Traditional long term care insurance policies are similar to your auto insurance, homeowners insurance, and health insurance. There is no cash value.

Final Expenses
Simply put, a hybrid long-term care policy combines the benefits of life insurance (or annuity) with long-term care benefits

Investment

Mediacare Supplement Plans

Compare medicare supplement plans and find the best options.

Part C Medicare Advantage Plans

Select the right Medicare drug plan for you. 

Pard D Prescription Drug Plans

Select the right Medicare drug plan for you. 

Traditional Long-Term Care

Traditional long term care insurance policies are similar to your auto insurance, homeowners insurance, and health insurance. There is no cash value.

Hybrid Long-Term Care
Simply put, a hybrid long-term care policy combines the benefits of life insurance (or annuity) with long-term care benefits

Insurance

Mediacare Supplement Plans

Compare medicare supplement plans and find the best options.

Part C Medicare Advantage Plans

Select the right Medicare drug plan for you. 

Pard D Prescription Drug Plans

Select the right Medicare drug plan for you. 

Traditional Long-Term Care

Traditional long term care insurance policies are similar to your auto insurance, homeowners insurance, and health insurance. There is no cash value.

Hybrid Long-Term Care
Simply put, a hybrid long-term care policy combines the benefits of life insurance (or annuity) with long-term care benefits