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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Apr 8, 2022

Receiving an inheritance can be a life-changing opportunity for many people, and you want to get as much out of that gift as possible. Join us today as we answer a question about different types of inheritance assets and what types of taxes are associated with each.

 

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

 

What we discuss in this episode: 

0:19 – Question on inheritances

0:44 – IRA

1:30 – Non-qualified annuity

1:51 – Brokerage account

2:58 – Inheritance mistakes

4:54 – Question on Social Security