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Show Notes
On today’s episode of Simply Money, Bob and Brian dive into the estate tax drama that could upend retirement plans — and how to prepare so your wealth stays in the family, not in Washington’s hands. Then, in a special “Would You Rather?” edition, they tackle tough money dilemmas that every high-net-worth household eventually faces: lump-sum pension or monthly checks? Buffered ETFs or total market indexing? Live off dividends or sell shares? Plus, they unpack a real-life story where estate taxes pushed a couple to divorce, and what you can learn from it.
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