I've inherited money, now what? | What to do when you inherit money
30:23
YouTubeA Wiser Retirement®
I've inherited money, now what? | What to do when you inherit money
On this episode of A Wiser Retirementâ„¢ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela dive into the complex world of estate tax rates, annuities, and IRAs. We shed light on strategies like Roth conversions to minimize tax burdens and the importance of legacy planning to ensure your kids benefit from your inheritance. SUMMARY ...
8.3K viewsJul 3, 2023
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