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Inherited Retirement Accounts: Beneficiary Mistakes Families Should Review
9 5 min
inherited retirement accountsinherited IRA+7

Inherited Retirement Accounts: Beneficiary Mistakes Families Should Review

Inherited retirement accounts can raise tax and distribution questions. Garrett Rohrbaugh of Kampstra Wealth Management shares planning points for families.

Kasey King
Kasey King
24/09/2026
The Financial Conversation Families Skip Until It's Too Late
2 3 min
estate planningestate transitions+12

The Financial Conversation Families Skip Until It's Too Late

Jacob Frey of Stonebridge Financial Group discusses estate account organization, family communication, assisted living planning, beneficiary designations, and fraud prevention in Episode 120.

Kasey King
Kasey King
14/07/2026
The Estate Concierge: Choosing the Right Fiduciary with Pam Witwer | Bodacious Estate Conversations | EP 110
10 4 min
choosing a fiduciaryfiduciary responsibilities+11

The Estate Concierge: Choosing the Right Fiduciary with Pam Witwer | Bodacious Estate Conversations | EP 110

Learn how to choose a fiduciary for financial, health care, trust, and estate responsibilities. Pam Witwer of Lancaster PA Executor Services shares considerations for families.

Kasey King
Kasey King
12/02/2026

Guided Home Prep is a service of Bodacious Properties. Kasey King is a licensed real estate salesperson in Pennsylvania and Maryland affiliated with Iron Valley Real Estate.

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