Senior Health

  • Senior Health Tips
    • Healthy Habits for Seniors
    • Life After 60
    • Things to Avoid
    • Financial Senior Health

Senior Health

  • Senior Health Tips
  • Senior Health Tips
    • Healthy Habits for Seniors
    • Life After 60
    • Things to Avoid
    • Financial Senior Health
Photo per stirpes

Understanding Per Stirpes vs Per Capita in Inheritance

Photo Roth IRA

Avoid These Beneficiary Form Mistakes for Your Roth IRA

Photo Roth conversion

Maximizing Roth Conversions in Low Income Years

Photo optimization

Pre-Death Optimization: Strategies for a Fulfilling End

Photo SECURE Act 10 year rule

Understanding the SECURE Act 10-Year Rule

Photo Roth IRA distribution rules

Understanding Inherited Roth IRA Distribution Rules

Photo Roth IRA inheritance rules

Inheriting a Roth IRA: Understanding the Rules

Photo inherited Roth

Inherited Roth: Navigating the First 90 Days

Photo inherited IRA net investment income tax

Navigating the Inherited IRA Net Investment Income Tax

Photo inherited IRA ACA subsidy impact

Inherited IRA: ACA Subsidy Impact

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