171. I've inherited money, now what?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Laney dive into the complex world of estate tax rates, annuities, and IRAs. We shed light on strategies like Roth conversions to minimize tax burdens and the importance of legacy planning to ensure your kids benefit from your inheritance.But it's not just about the numbers; we also tackle the psychological and practical aspects of managing inherited wealth. Discover the value of diversifying assets, the potential risks of real estate investments, and how a "legacy letter" can express your…
The skinny
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