Facing Real Financial Questions: Roth, Stocks, and Inheritance Insights

Re-Engineering Your Finances Podcast

Today, we're tackling some real-life financial questions that many of us face. From considering Roth options for minimizing future taxes, to deciding whether to sell stock to fund education costs, or even using retirement savings to start a business—these are decisions that need thoughtful consideration. Plus, we'll discuss how to handle an inherited IRA and make it work in your favor.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

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