Optimizing Withdrawals From Taxable Portfolios
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10 |
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fantastic as always
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10 |
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verified my hunches
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7.0 |
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RMDs only apply to retirement accounts - it's confusing to use that term for taxable distributions which are NOT required!
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9.0 |
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Craig gets in the weeds. Probably not for everyone but for a CPA planner, I appreciate that.
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8.0 |
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Nice correlations, rules, and examples for clients to get
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