Paying Tax On Inheritance?

NewsroomEconomy & MarketsTax Strategies
Written By gbfadmin

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

About Michael……...

Hi, I’m Michael Ruger. I’m the managing partner of Greenbush Financial Group and the creator of the nationally recognized Money Smart Board blog . I created the blog because there are a lot of events in life that require important financial decisions. The goal is to help our readers avoid big financial missteps, discover financial solutions that they were not aware of, and to optimize their financial future.

DISCLOSURE: This material is for informational purposes only. Neither American Portfolios nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors

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