4-25-26 RMD Planning, Dividend Income, P/E Ratios, and New Trump Accounts

On this episode, Jeff Lapidus, Erin Lapidus, and Robert Markham discuss several timely retirement planning topics, including how to think through required minimum distributions, creating cash flow from investment accounts, and using qualified charitable distributions as part of a tax-conscious retirement strategy. They also explain dividend income, price-to-earnings ratios, and what investors may want to know about the new Trump accounts for children. Listeners will also hear practical reminders about coordinating withdrawals, taxes, portfolio rebalancing, and income needs with a financial professional.