4-18-26 529 Leftovers, Home Sale Taxes, and Inherited Roth IRA Rules

Erin Lapidus, Jeff Lapidus, and Robert Markham break down timely retirement and tax planning questions, including excess 529 funds, Roth conversion rules, home sale tax issues, IRMAA thresholds, inherited Roth IRA requirements, and charitable giving strategies. It’s a practical discussion focused on helping listeners make informed financial decisions.

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