Tags 401k RMD S5E17 – Required Minimum Distributions Explained: RMD Rules for State of Michigan Retirees David Shotwell August 3, 2026 Required minimum distributions, better known as RMDs, are an important part of retirement tax planning. Knowing when they begin is
Tags financial advisor S5E14 – Retirement Questions Everyone Asks Before Leaving Work srb July 7, 2026 How do you know when you’re financially ready to retire? Should you delay Social Security? How much should you expect
Tags fiduciary financial advisor S5E13 – Health Insurance in Retirement for State of Michigan Employees David Shotwell June 16, 2026 Health insurance is one of the biggest retirement planning questions for State of Michigan employees. The rules can be complicated,
Tags capital gains tax S5E10 – Top Tax Mistakes Pre-Retirees Make David Shotwell May 12, 2026 Tax planning is not something that should only happen during tax season. In this episode of Kitchen Table Finance, Dave