Mr. Money Talks: Simplifying Your Estate and Tax-Savvy Strategies for Seniors (12/28/24- Recorded 11/16/24)

Written By Mark Rothstein

In this episode, financial expert Mark Rothstein, aka "Mr. Money," provides valuable insights on estate planning and tax-efficient strategies for seniors. He covers five key steps to make your estate simpler for your heirs, the importance of addressing digital assets, and the benefits of Roth IRA conversions. Mr. Money also addresses the challenges of finding safety deposit boxes as banks scale back this service.

Mark Rothstein
Previous

Mr. Money Talks: Becoming a 401(k) Millionaire (01/04/25)
Next

Mr. Money Talks: Navigating Tax Savings and Marital Challenges (12/21/24 - Recorded 11/09/24)