20 Things to Consider for 2020 and RMD Tax Reports

11/12/2019 44 min
20 Things to Consider for 2020 and RMD Tax Reports

Listen "20 Things to Consider for 2020 and RMD Tax Reports"

Episode Synopsis

David, Karen, Bret, and Joe discuss Thrive's new "20 Things to Consider for 2020" paper and RMD (Required Minimum Distribution) tax reports! ALSO COVERED: the shortcomings of a purely 'DIY' mentality and Thrive's December event calendar.