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
VIDEO LINKS:
Inheriting a House: https://youtu.be/zYz1-U_caLQ
Non-Spouse IRA’S: https://youtu.be/IAT-P7Chvi8
Spousal IRA’s: https://youtu.be/umssP7ASK-s
