#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!

Retirement Planning Education, with Andy Panko
14/08/2025 1h 22min
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!

Listen "#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE!"

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Episode Synopsis

Andy and Mark Rosinski from Dunes Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on common withdrawal strategies and what they use in each of their firms ( 12:04 )The level of impact of some of the changes in the One Big Beautiful Bill Act ( 30:51 )Things to consider when doing rule of 55 distributions from your employer retirement plan ( 37:56 )Their thoughts on how many funds and holding the stock portion of a portfolio should have ( 45:40 )When or if there are benefits to having multiple accounts of the same type, such as multiple IRAs, multiple brokerage accounts, etc. ( 57:31 )How to actually take distributions from a portfolio; from which accounts, in what frequencies, etc. ( 1:06:02 )General information and considerations about reverse mortgages ( 1:12:10 )Links in this episode:Mark's firm - Dunes FinancialMark's previous appearance on the show - Episode #146Retirement Income Style Awareness ("RISA") assessment - herePortfolio Visualizer - hereTo send Andy questions to be addressed on future Q&A episodes, email [email protected] company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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