Sept. 28, 2022

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

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

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...

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Season 15

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.

They discuss making sure to take RMD’s and talk about the importance of IRA contributions.

They bring up the recent Massachusetts tax rebate and discuss voting on whether there should be a differentiation of income taxes for Massachusetts residents.

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.