Not all assets are treated the same tax wise when you inherit them.  It’s important to know what the tax rules are and the distribution options that are available to you as a beneficiary of an estate. In this video we will cover the tax treatment on inheriting a:

·         House

·         Retirements Accounts

·         Stock & Mutual Funds

·         Life Insurance

·         Annuities

·         Trust Assets

We will also cover the:

·         Distribution options available to spouse and non-spouse beneficiaries of retirement accounts

·         Federal Estate Tax Limits

·         Biden’s Proposed Changes To The Estate Tax Rules

About Michael……...

Hi, I’m Michael Ruger. I’m the managing partner of Greenbush Financial Group and the creator of the nationally recognized Money Smart Board blog . I created the blog because there are a lot of events in life that require important financial decisions. The goal is to help our readers avoid big financial missteps, discover financial solutions that they were not aware of, and to optimize their financial future.