The Wealth Cafe
🎙️ The Wealth Cafe
Sip on confidence. Build your wealth. Live your dream life.
Welcome to The Wealth Cafe—the financial podcast where money meets meaning. Hosted by Caroline Tanis, Lead Financial Advisor and Founder of Tanis Financial Group, this show is brewed especially for high-earning women and their families who are ready to take control of their finances and build a life they love.
Each week, Caroline breaks down the money moves that matter—from investing and retirement planning to private equity compensation, family finances, and mindset shifts around wealth. Whether you're in the boardroom or at the kitchen table, this is your space to get smart, honest advice without the jargon.
And in our Coffee Conversations series, Caroline sits down with inspiring guests—entrepreneurs, creators, executives, and changemakers—to talk candidly about money, career pivots, and the real-life lessons behind success.
☕️ New episodes weekly. Subscribe and join us at the table—because your financial future deserves a seat.
The Wealth Cafe
Navigating Tax Rules When Inheriting a Traditional IRA After 2020
Are you thinking about leaving your traditional IRA to your loved ones? Or maybe you’re set to inherit one yourself? In this episode of The Wealth Cafe, we dive deep into what happens when a traditional IRA is passed on to a non-spouse beneficiary—and why you need to plan strategically to minimize tax headaches and maximize your legacy.
Join Caroline as she breaks down:
The unique tax rules that apply to inherited traditional IRAs (including the game-changing 10-year rule implemented after 2020)
The differences between leaving your IRA to a spouse versus a non-spouse
Why inheriting an IRA can sometimes cause tax surprises during your highest earning years or even impact college financial aid
Smart tax strategies to consider NOW, like Roth conversions and charitable giving
Key questions to ask your financial advisor to optimize your inheritance or legacy plans
Whether you’re looking to pass on wealth or preparing to receive it, this episode will help you make informed decisions and start the right conversations with your financial team.
Ready to get proactive about your financial future? Book an intro call using the link below to explore how personalized planning can help you and your family keep more of what you’ve earned.
💬 Comment below with your questions or experiences, and don’t forget to subscribe for more insights on wealth, inheritance, and strategic financial planning!
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PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850
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🔗CONNECT
Website: https://tanisfingroup.com/
Email: caroline@tanisfingroup.com