Retirement Distribution And Tax Planning Strategies

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59 reviews with 5 stars

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Charts with less information on them are always better, but Bob did a very good job of describing what we were seeing, which helped.

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Another great review and summary of the retirement distribution schemes available for IRAs and other plans. Bob's style of teaching is conducive to learning, and for those of us who have heard him many times, these webinars serve as tremendously useful "refresher" courses on topics of interest. Also, importantly, tries to keep us updated on new developments in the various areas, including court cases (IRS cases) and the like. Thank you for your dedication and commitment Bob.

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