June Mailbag: Inherited IRAs, Trusts, and Part-time Planning

Check Your Balances

12-06-2024 • 26 mins

This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!

Sned your questions checkyourbalances@outlook.com to be featured on an upcoming episode!

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