Amanda Barroso

speaker

344 appearances 3 recordings 1 series first heard Dec 2025 last heard 2 Mar

Amanda Barroso’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Mar 2026 with 1.

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Oh, yeah.

So, but really and truly, you know, estate plans are so important.

You can do all of this planning, but without a plan for where and how the funds are distributed, it could be in vain.

You know, you work really hard for this money.

You work hard in your lifetime to manage it responsibly.

And like our listener here, the most lovely intentions for that money, right?

But the planning, I think, Taryn, is just so important.

I'm really glad you brought that up.

She thinks she's going to die about every six months.

So she's got that thing updated, ready to go.

Yeah, she's rocking though.

She ain't going anywhere.

Don't worry.

So one downside of inheriting a TSP or a 403b is that you typically pay income tax on withdrawals.

Also, non-spouse beneficiaries must empty the accounts within 10 years of the account owner's death, which could lead to a robust tax spill.

Is there a more tax efficient account for the listener to invest and save that money for their heirs, like a Roth IRA, for example?

I like the sound of that.

So that to me sounds like a pro.

If they did do a Roth conversion, what are some other pros and cons?

I would invest it in a trip to Italy.

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