Can You Retire Early After an Inheritance?
Could an unexpected inheritance be your ticket to retire early? Before you trade your work schedule for a beach chair, there are some important financial decisions that could make or break your early retirement plans! Receiving an inheritance can open exciting...
What To Do After Inheriting Money Near Retirement
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...
Can A Roth Conversion Increase Your Medicare Premiums?
You may know a Roth conversion can affect your taxes—but what about your Medicare premiums? In this episode, Catherine Magaña and Rachel Ivanovich break down the important connection between Medicare and Roth conversions. A Roth conversion increases taxable income,...
