2-28-26 The Truth About Retirement Planning: The Art & The Science

The Retirement Coaches cover how to calculate retirement income needs, understand Required Minimum Distributions (RMDs), and explore charitable giving strategies from IRAs. The team also answers listener questions on Roth IRA limits, real estate ownership structures, and market volatility.

If you’re within five years of retirement — or already retired — this episode highlights practical steps to help you evaluate your income, navigate tax considerations, and build a written game plan aligned with your goals.

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