Carl Stuart takes on several topics from callers and texters, like the right ratios for your asset allocation, drawing down pre- and post-tax retirement accounts, Social Security Disability Income (SSDI), planning for the future even at an advanced age, and more.
investment planning
Weighing how much of an inheritance to put in a home, explaining minimum distributions from IRAs, and more on Social Security disbursements
Carl helps several callers and texters, like one trying to figure out what percentage of an inheritance to invest in markets and in her Austin home, what happens when the federal government requires minimum distributions from Individual Retirement Accounts (IRAs), and weighing how long to wait to take Social Security benefits — and more.