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Mailbag: Bond Funds, Roth Conversions, Advanced FI Strategies, Solo 401k and Backdoor Roth

ChooseFI

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Navigating Inherited Wealth and Retirement Accounts

This chapter explores the complexities of investing and managing inherited wealth, particularly from retirement accounts like 401ks and IRAs. It addresses key strategies for handling inheritances to optimize financial planning while discussing the implications of new tax regulations on withdrawals for non-spouse beneficiaries. Additionally, the chapter delves into the role of Restricted Stock Units (RSUs) in Social Security calculations and outlines the benefits of utilizing a Solo 401(k) for self-employed individuals.

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