Topics from this quarters’ Market Update with Jason and Dan included:

• Required Minimum Distribution (RMD) wealth planning and tax update

• Discussion of financial markets. From Q4 stock performance to early rotation into small caps and international stocks

• Dan Powers reviewed Modern Monetary Theory and portfolio implications

Watch the full QMU replay on demand:

• Quarterly Market Update Q4 2020

For additional information on Required Minimum Distributions and tax implications visit:

• Smaller RMD Withdrawals Coming in 2022

• Tax Info Regarding the 2020 RMD Rollover