Apr 8, 2022
Receiving an inheritance can be a life-changing opportunity for many people, and you want to get as much out of that gift as possible. Join us today as we answer a question about different types of inheritance assets and what types of taxes are associated with each.
Read more and get additional financial resources: http://johnsonbrunetti.com
What we discuss in this episode:
0:19 – Question on inheritances
0:44 – IRA
1:30 – Non-qualified annuity
1:51 – Brokerage account
2:58 – Inheritance mistakes
4:54 – Question on Social Security