Jill on Money with Jill Schlesinger cover image

Time to Bring Assets Under Management?

Jill on Money with Jill Schlesinger

CHAPTER

Navigating Inheritance: Financial Guidance and Strategies

This chapter provides valuable insights into managing a significant inheritance, particularly focusing on inherited IRAs and the required minimum distributions (RMDs). The speakers emphasize the importance of professional financial advice while discussing retirement planning, tax implications, and the balance between frugality and enjoying newfound wealth. They also explore the transition from active to passive investing and the potential for charitable contributions to honor a loved one's legacy.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner