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May 10, 2024 26 min

Mail Bag- Still working exception to 401Ks

from Something More with Chris Boyd Hosted by J. Christopher Boyd

Mail Bag – For this episode, Chris Boyd and Jeff Perry open the "Mail Bag" and discuss questions from clients and listeners. Chris and Jeff start the episode with a Happy Mother's Day wish. During the episode, Chris and Jeff discuss the "Still Working" exception related to 401Ks and required minimum distributions (RMDs), how to use a QCD (qualified charitable distribution) to reduce income taxes, and best practices when planning for loved ones with special needs. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

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Mail Bag- Still working exception to 401Ks

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This episode was published on May 10, 2024.

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