Equipping Points:
An inheritance isn’t something you experience every year, so when it does happen, there are a lot of details to understand. We talk about some of the questions surrounding inheritances. Eric also shares the most common mistakes and how you can avoid them.
Here’s what you’ll learn on today’s show:
- What you need to know about the tax implications with an inheritance. [1:00]
- The elimination of the stretch IRA changed the rules for inherited IRAs. [3:16]
- These are some of the most common mistakes people make. [7:05]
- What mistakes do beneficiaries make? [9:02]
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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