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GRFTFS: Retiring - Time to Combine Accounts?

GRFTFS: Retiring - Time to Combine Accounts?

The Get Ready For The Future Show · GenWealth Financial Advisors

April 11, 202629m 14s

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Show Notes

"We’ve always had separate accounts and we’re both retiring next year. Is it time to combine, or should we keep things separate?" We’re answering YOUR questions on this week’s Get Ready For The Future Show! • I inherited my dad’s IRA last year and I’m confused about the 10-year rule. Do I have to take distributions every year or just by the end? • I’m in my early 60s and have never worked with a financial advisor. How much does it typically cost, and what should I expect from that relationship? • Our adult son is struggling financially. We want to help without enabling bad habits. What’s the best way to support him? And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]! Originally aired 4/8/2026