Retirement Planning Checkup at 65
Jill on Money with Jill Schlesinger
00:00
Work Plans, Family Loss, and Inherited IRA
Bob describes plans to work into his late 60s, his mother's recent death, the $220K inherited IRA and its 10-year rule, and Jill reviews his broader finances: $1.16M 401(k), cash reserves, condo mortgage, income, expenses, and Social Security estimates.
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