Mailbag: What To Know About Inheriting An IRA

What this episode covers

We will be answering mailbag questions that came in on today's show. We will be discussing if it's wise to do Roth conversions, what to know about inheriting an IRA, and how your tax picture changes in retirement. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A 15 Minute Consult: http://PathfinderChat.com

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Frequently Asked Questions

How long is this episode of Retirement Pathfinder with Barbara Lane & Phil Guske?

This episode is 22 minutes long.

When was this Retirement Pathfinder with Barbara Lane & Phil Guske episode published?

This episode was published on March 2, 2023.

What is this episode about?

We will be answering mailbag questions that came in on today's show. We will be discussing if it's wise to do Roth conversions, what to know about inheriting an IRA, and how your tax picture changes in retirement. Important Links: Pathfinder Wealth...

Can I download this Retirement Pathfinder with Barbara Lane & Phil Guske episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.