The Independent Advisors

The Independent Advisors


The Independent Advisors Podcast Episode 262: Tug of War - Feat. Rotation

July 25, 2024

Show Notes:


X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/?


Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23

https://x.com/MichaelKantro/status/1815906361315566021


Tweet from Markets & Mayhem on 7/23

https://x.com/Mayhem4Markets/status/1815912732845052319