All lectures can be attended virtually via Zoom; students use the chat function to submit questions. All lectures are recorded and available for students to watch upon request (instructions on viewing ...
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 ...
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