In this week’s educational episode, Keri Fish, Chief Operations Officer at Fi Plan Partners, answers questions regarding retirement accounts and required minimum distributions.
Watch as Keri explains what you need to know about taking your RMD prior to the 2021 deadline.

 

Keri Fish
Chief Operations Officer
Email Keri Fish here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

Higher Taxes and Inflation Earnings and Economics