Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!
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Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!
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About this listen
In this episode, we explore three intelligent ways to use an inheritance or windfall to bolster your retirement plans. Key topics include assessing your assets, understanding tax implications, avoiding common mistakes, setting financial goals, and creating a recession-proof fund. We also cover long-term planning strategies, such as Roth conversions and tax-efficient investments.
Learn how to make informed decisions that ensure financial stability and growth, supported by professional advice from financial advisors, tax preparers, and estate attorneys.
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You can find show notes, resources and more at www.aquilawealth.com.
Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.