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Required Minimum Distributions

Peter Mallouk Portrait

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

Finding Contentment With Your Money, Regardless of Circumstances

This week, John shares five steps to finding contentment with your money, regardless of your current circumstances. Plus, Creative Planning’s Director of Tax, Candace Varner, CPA, joins John to talk about health savings accounts (HSAs), one of the most underutilized tax benefits available.

Read more on properly planning for longevity:
https://creativeplanning.com/insights/are-you-properly-planning-for-longevity/

Read more on the overlooked benefits of health savings accounts (HSAs): https://creativeplanning.com/insights/four-overlooked-benefits-of-health-savings-accounts-hsas/

Five Common Investor Mistakes and How to Avoid Them

This week, John shares five common investor mistakes and how to avoid them as well as the two most important action items to lead you into financial success. He’s also joined by Estate Planning Attorney Jerry Bell, JD, for a discussion on taking care of loved ones with special needs.

Read more about determining who should inherit your wealth:
https://creativeplanning.com/insights/determining-who-should-inherit-your-wealth/

Read more on the five considerations for choosing a special needs trustee: https://creativeplanning.com/insights/how-to-choose-a-special-needs-trustee-5-considerations/

Is Cash King?

Join John this week as he examines whether or not cash is king and all things alternative investments. Plus, John is joined by Creative Planning’s Chief Investment Officer, Jim Williams, to discuss all things alternative investments.

Read more about why cash is not an investment strategy here: https://creativeplanning.com/insights/cash-is-not-an-investment-strategy/

How to Thrive in a Bear Market

Join John this week as he discusses how to thrive during this bear market, avoiding the biggest mistakes around Social Security, and the impact our perspective has when it comes to peace around our financial situation. Plus, John is joined by Creative Planning’s Chief Valuation Officer, Gary Pittsford, who breaks down what to do with the proceeds from a business sale.

Hear more on investment buckets here: https://creativeplanning.com/insights/four-buckets-for-financial-planning/

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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