Estate Planning Mistakes
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. […]
Tag: inheritance
Episode #15: Mailbag – Cash Settlements, Social Security Taxes, Inheritance
Join us as Barbara and Phil feature your listener questions. They’ll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you’ve maxed out your Roth IRA contributions, and more. […]