June Mailbag: Inherited IRAs, Trusts, and Part-time Planning

This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag! Sned your questions checkyourbalances@outlook.com to be featured on an upcoming episode! This episode is on YouTube Find us on Instagram Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Insta...

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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.