Lynn Martell MD's Contributions

The Lifetime Income Series: Which Retirement Assets Should You Pull First?

Special Guest: Lynn Martell, Director of Special Services Radiation Medicine, Loma Linda University Medical Center

Last week Jim and Cathlyn discussed the different tax rates that apply to different types of investment income. This week they will focus on why paying attention to tax rates on various types of income is important, particularly when you’re in retirement. Jim also addresses a recent ruling by the US Tax Court on IRA Rollovers.

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