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Podcast: Big Picture Retirement®
Episode: Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning
Description: In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before making Roth Conversions. Ted's strategy on transitioning maturing tIRA CDs into investment grade and Treasury short and intermediate-term bond funds, and the potential benefits of bond ETFs. Kathy's decision-making process around her company's "Social Security Leveling" offer and its impact...