Mailbag: HELOCs, Trusts, and Family Money
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Should you open a HELOC before retirement? Is a revocable trust really necessary? And how can you support a financially irresponsible family member without jeopardizing your own future? In this mailbag episode, Eric answers listener questions about borrowing after retirement, avoiding unnecessary taxes on large IRA withdrawals, simplifying an estate, and setting healthy financial boundaries with loved ones.
Here’s some of what we discuss in this episode:
🏠 Borrow Before Retirement: Secure…
The skinny
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