Determining Retirement Eligibility, Tax Season Recap, and Mandatory 401k Withdrawals

On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials and our tax team recaps their 2024 tax season.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Lost In The Forest - 0:21

Financial Advisors: The 4% Rule - 9:32

Client Question: Mandatory Withdrawals - 16:29

Medicare Advisor: Investigating A Procedure Denial - 24:35

Eidelman Law Advisor: Preserving Fair Market Value - 33:16

CPA: Retirement Eligibility And A Tax Deduction Issue - 40:21

Credits: 47:31

Learn more at: https://retirehour.com

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.