On the MoneyTalk show we are blessed with an active and motivated listener base, and with so many great questions rolling in this month, we wanted to dedicate a whole show to tackling the issues that matter to you. Donna takes some MoneyTalk listener questions on recent changes to the rules for RMDs and stepped-up basis, why the order of distribution from your retirement accounts matters, questions you should be asking before taking your pension, and more.

Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.