Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance
Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance

Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance

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47 min
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<p>CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, discuss AMR’s most recent quarterly newsletter: Resources Review, which promotes AMR’s most recent and upcoming events from campaigns and webinars to AMR's involvement in the community.</p> <p>They discuss making sure to take RMD’s and talk about the importance of IRA contributions.</p> <p>They bring up the recent Massachusetts tax rebate and discuss voting on whether there should be a differentiation of income taxes for Massachusetts residents.</p> <p>Chris talks about how to reevaluate risk tolerance, how inflation and the Fed funds increase has impacted retirement accounts, and looks at it through a long-term lens.</p>

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