There is plenty of financial and retirement planning that needs to be done before the end of the year, and in the new year.
In this episode, Mike Whitemore provides us with an overview of what The Retirement Solution helps clients with at the end of the year, and in Q1 of the new year. Mike explains the penalty given if you do not take your required minimum distribution, and why right from the beginning of the year it’s good to start having your RMD in place.
- What The Retirement Solution does for clients at the end of the year
- Why making sure clients have taken their required minimum distributions before December 31st is so important
- Taking steps to ensure you have required minimum distributions in place in January
- How you can look to improve your credit score
- And more
Connect With Mike Whitmore:
Connect With The Retirement Solution:
- The Retirement Solution
- (888) 500-5830
About Our Guest:
Mike Whitmore graduated from Brigham Young University with a BS in Business Management and Marketing and a minor in Dutch Literature. He is a Financial Planner with The Retirement Solution, serves as the President of the Advisory Board for Velvet Media, and is a former co-founder of Fresh Consulting. Prior to becoming a financial planner, Mike worked with Apptio, one of Seattle’s fastest growing SaaS enterprise software firms*, managing the client relationship with Apptio’s top clients for building their practice of Technology Business Management.