#113 - Inherited IRA Options Every Widow Should Understand
In this episode, I discuss one of the most important financial decisions many widows face after losing a spouse: what to do with an inherited IRA or retirement account.
In this episode, I discuss one of the most important financial decisions many widows face after losing a spouse: what to do with an inherited IRA or retirement account.
In this episode, I discuss several retirement tax cliffs that can quietly affect retirement income planning, especially for women who are widowed, divorced, or managing finances independently.
In this episode, I walk through the healthcare decisions many couples face before and during retirement. I explain how Medicare enrollment works, why COBRA can create unexpected long-term issues, and how healthcare costs often change once employer coverage ends.
In this episode, I discuss how choosing where to live in retirement should be viewed as an ongoing process rather than a one-time decision.
In this episode, I explain several Social Security filing strategies that used to work but no longer apply for many women today.
In this episode, I walk through real questions from a recent Social Security webinar and explain how these decisions connect to your overall retirement plan.
In this episode, I speak with Lina Supnet-Zapata, Chief Executive Officer of Mir Senior Care Management, Inc. & Care Consultants, about the realities families face when caregiving begins without a plan.
In this episode, I walk through how to properly read your Social Security statement and what it is really telling you beyond just your projected benefits.