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Should you liquidate that inherited stock? Are reverse mortgages a great retirement plan? Today it’s your questions and reasons to review your tax return
There’s nothing I love more than getting email questions from listeners. Not only does it provide great content for the show, but it helps me focus in on what you want to learn about. Today I answer questions you have sent me. Topics include:
• How executors, trustees and beneficiaries should handle inherited stock portfolios
• Using a reverse mortgage for a Plan B retirement situation
• Reasons to review your tax return following tax time before and during retirement
View all episodes
By Chad Burton
4.3
6767 ratings
There’s nothing I love more than getting email questions from listeners. Not only does it provide great content for the show, but it helps me focus in on what you want to learn about. Today I answer questions you have sent me. Topics include:
• How executors, trustees and beneficiaries should handle inherited stock portfolios
• Using a reverse mortgage for a Plan B retirement situation
• Reasons to review your tax return following tax time before and during retirement
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