Inheritance Taxes for Beneficiaries

Поделиться
HTML-код
  • Опубликовано: 5 янв 2025
  • Beneficiaries have to sort through a lot of complexity, and inheritance taxes are one of them. While each situation is different, we walk through an example of inheriting an IRA, how to partner with your executor, and how to think about trust taxes.
    CHAPTERS :
    0:42 Possible tax implications
    2:10 Example scenario
    4:47 When trusts are involved
    WEBSITE : financialdesig...
    BLOG : financialdesig...
    PODCAST : behindthedesig...
    FACEBOOK : / financialdesignstudio
    WHO WE ARE: We are financial advisors based Chicago, specializing in investment management, tax efficiency, and executive compensation.
    WORK WITH US: financialdesig...
    DISCLAIMER: All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Комментарии •