
Time to Bring Assets Under Management?
Jill on Money with Jill Schlesinger
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.
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