Paying Tax On Inheritance

Not all assets are treated the same tax wise when you inherit them. It’s important to know what the tax rules are and the distribution options that are available to you as a beneficiary of an estate. In this video we will cover the tax treatment on inheriting a:
• House
• Retirements Accounts
• Stock & Mutual Funds
• Life Insurance
• Annuities
• Trust Assets

We will also cover the:
• Distribution options available to spouse and non-spouse beneficiaries of retirement accounts
• Federal Estate Tax Limits
• Biden’s Proposed Changes To The Estate Tax Rules

Inheriting a House:
Non-Spouse IRA’S:
Spousal IRA’s:

You May Also Like