In this episode of Straight Talk on Retirement, Erin and Jeff Lapidus, along with Robert Markham, walk listeners through essential retirement planning topics. They discuss how to manage required minimum distributions (RMDs), plan for tax efficiency with IRAs, and evaluate the potential benefits of Roth conversions. The team also covers budgeting for retirement, handling large expenses, and understanding Medicare prescription coverage. With listener questions and real-life examples, they share practical strategies to help those nearing or in retirement manage their assets, plan for income, and make informed decisions around healthcare and charitable giving.

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