You just received an inheritance. Now comes the question you may not have expected: What should you actually do with it?
When you’re nearing retirement, an inheritance can open new possibilities—but it can also create decisions about taxes, investments, retirement income, and when you can retire. And before making any big moves, there’s an even more important question: “I Inherited What?”
In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore what to do after inheriting money near retirement and why the type of asset you receive can make a big difference.
You’ll discover:
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Why your first move may be to slow down
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How an inheritance could change your retirement plan
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Why cash, investments, IRAs, and property require different considerations
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Tax questions to consider before making decisions
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How inherited wealth can fit into your retirement income strategy
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Why the bigger picture matters before you spend, invest, or make major changes
An inheritance may change what’s possible. The important part is deciding what happens next.
Date Recorded: 10/01/26
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