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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more.

If you have any questions, call 502-253-9366, email or visit online for more information.

  1. All Episodes
  2. 2022
  3. 05

Ep 27: All About RMDs

May 19, 2022

What do you need to know about required minimum distributions? Are they inevitable or is there something you can do about them?

 

What we discuss in this episode: 

0:29 - Troy and Alan are back together!

1:28 - Do you know what RMDs are?

4:16 - RMD age changed to 72.

9:43 - Can you avoid taking RMDs?

14:38 - What do you...

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Ep 26: The Most Important Birthdays in Retirement Planning

May 5, 2022

We don’t think as much about birthdays as we get older, but we should all be paying attention to certain ages when planning for retirement. You might already be familiar with a couple of the ages we discuss on the show today but we’ll share a few planning opportunities that many people might not be aware of.

 

What...

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