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Ep 65: Inheritance 101

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Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic.

From tax implications to common mistakes we see people make, we are here to make sure your current or future inheritances go smoothly. We’ll explain what steps you need to take, even if you don’t have a clue what to do.

What we discuss in this episode:

  • What do you need to know about tax implications? (1:14)
  • How will the SECURE Act impact your inheritance? (4:30)
  • What are some common mistakes people make? (6:37)

Read more and get additional financial resources here: http://retirementhuddle.com

  continue reading

109 episodes

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Ep 65: Inheritance 101

The Retirement Huddle

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Manage episode 347292594 series 2643568
Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic.

From tax implications to common mistakes we see people make, we are here to make sure your current or future inheritances go smoothly. We’ll explain what steps you need to take, even if you don’t have a clue what to do.

What we discuss in this episode:

  • What do you need to know about tax implications? (1:14)
  • How will the SECURE Act impact your inheritance? (4:30)
  • What are some common mistakes people make? (6:37)

Read more and get additional financial resources here: http://retirementhuddle.com

  continue reading

109 episodes

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