Episode 11 – Account Rollovers, Support Groups

March 25, 2024

Join Laura and Jeremiah as they discuss practical tasks to handle after losing a loved one, like rolling over retirement accounts and changing beneficiaries.

In this episode Laura and Jeremiah sit down to discuss losing a loved one, support groups and account rollovers. They remind listeners to allow time to grieve before making major decisions. The hosts cover managing debts and taxes and reviewing estate plans. Laura emphasizes updating support systems through groups since grieving is hard to do alone. Jeremiah notes the importance of multi-generational financial planning meetings. They aim to equip listeners with resources for both financial and emotional well-being.

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This week on Building Wealthy Habits:

  • 0:00 Practical tasks after losing a loved one.
  • 6:14 Managing debts and liabilities after a loved one’s passing.
  • 10:09 Estate planning and account rollovers after death.
  • 15:04 Estate planning, taxes, and multigenerational wealth transfer.
  • 22:20 Taxes, insurance claims, and life insurance proceeds after a loved one’s death.
  • 26:57 Estate planning, grief support, and financial advice after losing a loved one.

Connect with Jeremiah:

  • LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
  • Email: Jeremiah@tricordadvisors.com

Connect with Laura:

  • LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
  • Email: Laura@tricordadvisors.com

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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