Call: (913) 308-3326
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Call: (913)-308-3326

Request a Meeting

Required Minimum Distributions

Peter Mallouk

Peter Mallouk and his guest, Dan Donegan, discuss the parameters of required minimum distributions (RMDs). This includes an in-depth look into when you need to take a required minimum distribution, how much you need to take, and which account you should take it from if you have multiple plans. Discussing your options with a financial advisor and or your CPA is essential to determine how your distributions will affect your taxes. Listen in to learn more about your required minimum distributions options.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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Find out how Creative Planning can help you maximize your wealth.

More Episodes

Coping With Inflation

This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk.

Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/

Taxation on Investment Income Explained

Let Tax Directors Candace Varner and Ben Hake help you avoid surprises on Tax Day! Listen as they discuss the ins and outs of taxation on many common types of investment income (including interest income, capital gains distributions and several types of dividends) as well as the importance — and timing — of K-1s.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021