Managing Inheritances, RMD & Roth Conversion Strategies, and Small Adjustments for Big Future Gains

Описание: On this week’s Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managing and investing these funds wisely while balancing personal enjoyment and future planning. They also delve into the complexities of Required Minimum Distributions (RMDs) and the importance of considering Roth conversions to optimize tax outcomes. Finally, they emphasize the importance of dynamic financial planning, using case studies to illustrate how even small adjustments can significantly impact one’s financial future.

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CHAPTERS
00:00 Introduction to Money Matters
6:37 Tax planning and preparation
11:30 Inheritance and financial planning
29:34 Understanding Social Security and RMDs
43:11 Managing Roth conversions
48:47 The evolution of wealth management
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