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RMD’s: An IRS Change is Making Them Smaller in 2022. By Chris Gullotti, CFP, Financial Partner

Online Article Apr 29, 2022

The way you calculate your required minimum distribution just changed, and if you don’t need the money for living expenses, that could be good news for you. Here’s why.

Read the Article Online

Paul Leatham

"Dr. Wong gives a straight forward presentation to maximize investment earnings by placing money into tax savings investments outside of the stock market. I learned several investment strategies I had never heard before covering what may be in the best interest of the investor instead of the financial firms ..."

DDS Paul Leatham

Ambassador at the 2017 Western Regional Dental Conference

Les Taylor

"I am writing this testimonial letter to applaud the competency and expertise of Dr. Harold Wong. As the former Assistant Police Chief of Tempe, AZ, I appreciate someone who is honest as well as competent. I have known Dr. Wong for many years as we see each other most months at the meetings of the National Speakers Association, AZ Chapter."

Les Taylor

President/CEO of Achievement Solutions, LLC and Retired Assistant Police Chief of Tempe, AZ

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Other Resources

RMD’s: An IRS Change is Making Them Smaller in 2022. By Chris Gullotti, CFP, Financial Partner

Office Address

Click here to schedule a FREE Strategy Session with Dr. Wong

Click here to schedule a FREE Strategy Session
with Dr. Wong