In this episode of ‘Roadmap to Retirement,’ Mashal is back for another Q&A. We discuss common tax planning mistakes, such as not planning for lump-sum distributions and the benefits of using Roth accounts for young professionals. The conversation also covers tax planning for inherited money, integrating charitable giving into estate planning, and practical advice for budgeting and tracking expenses. Additionally, we touch upon the pros and cons of employer-sponsored life insurance versus private term insurance and explain the different parts of Medicare and their cost implications. The session aims to enlighten listeners on managing their financial goals efficiently while being mindful of potential pitfalls.
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