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How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?

By |2023-09-14T15:04:43-05:00September 14th, 2023|

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question “How Should I Prepare If I'm Expecting a Large Inheritance Down the Line?". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

Making a Meaningful Impact: Seven Creative Ways to Utilize Surplus RMD Funds

By |2023-09-07T10:40:36-05:00August 8th, 2023|Charitable Giving, Retirement, The Blog @JGUA|

There comes a time when everyone who has a tax advantaged account such as an IRA or 401(k), will have to begin Required Minimum Distributions (RMD’s). In 2023, if you are 73, you will be required to withdraw a certain amount of money from your IRA each year. The idea behind this, is that [...]

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