#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!

Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: 

• Thoughts on common withdrawal strategies and what they use in each of their firms ( 12:04 )
• The level of impact of some of the changes in the One Big Beautiful Bill Act ( 30:51 )
• Things to consider when doing rule of 55 distributions from your employer retirement plan ( 37:56 )
• Their thoughts on how many funds and holding the stock portion of a portfolio should have ( 45:40 )
• When or if there are benefits to having multiple accounts of the same type, such as multiple IRAs, multiple brokerage accounts, etc. ( 57:31 )
• How to actually take distributions from a portfolio; from which accounts, in what frequencies, etc. ( 1:06:02 )
• General information and considerations about reverse mortgages ( 1:12:10 )

Links in this episode:

• Mark's firm - Dunes Financial
• Mark's previous appearance on the show - Episode #146
• Retirement Income Style Awareness ("RISA") assessment - here
• Portfolio Visualizer - here

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

• My company newsletter - Retirement Planning Insights
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com