Lifetime Income Series: Retirement Plan Distributions

In a special reprise edition of the Lifetime Income Series, Jim and John cover a topic of great importance to most retirees; retirement plan distributions. The majority of Americans have some kind of retirement plan, whether it is a 401(k), 403(b), 457, IRA or Roth IRA. There are many planning issues to consider with these plans; including rollovers, penalties, mandatory distributions, survivors and beneficiaries. They discuss the various types of plans and distribution options, which can be very important decisions for many retirees. Jim also discusses the case study of Bill and Jan Smith to illustrate these issues. The guest this week is Dr. Jeremy Walston, Deputy Director of the Division of Geriatric Medicine and Gerontology at Johns Hopkins School of Medicine. He will discuss healthy aging and in particular how to keep your muscles strong as you age.

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