Oftentimes when someone inherits money through a windfall it creates uncertainty on how it is taxed. Sherod Waite discusses the inheritance that comes from retirement. The rules have changed and will continue to change over the years. Listen up to see who you should be looking to for advice in this particular situation.
BE MONEYWISE. Moneywise is available for free, no-obligation phone + virtual consultations. Partner with a skilled, down-to-earth financial + investment advisory team that will help you make the most of your investor timeline and financial resources.
Moneywise Wealth Management | “The Moneywise Guys” podcast