How to Handle Inheritances

Retirement Planning Happy Hour

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In this episode, we uncover why inheritance planning is far more than just receiving assets—it’s about understanding the rules, taxes, and strategies that ensure you keep more of what’s passed down. Many families are surprised by how account types, tax laws, and timing can drastically impact the true value of what heirs receive. We’ll explore special rules for spouses inheriting IRAs, how inherited Roth accounts should be managed for maximum tax‑free growth, and why communication before someone passes is critical.

You’ll also learn about common mistakes, like failing to sell assets with a stepped‑up basis or missing the 10‑year rule on inherited IRAs—errors that can cost tens or even hundreds of thousands in unnecessary taxes. Whether you’re planning your own legacy or preparing to inherit, this episode will help you make smarter, tax‑efficient decisions.

Ready to create a legacy that truly lasts? Schedule your personalized planning session today!

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