1. Would you rather be able to fly or be able to breathe underwater? 2. Would you rather your crush be able to read your mind or have access to your internet history? 3. Would you rather swim in the ...
Inherited IRAs are taxed at ordinary income rates when distributions are taken. The SECURE Act mandates most non-spouse heirs withdraw all IRA funds within 10 years. Strategically timing withdrawals ...
Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...