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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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  1. All Episodes
  2. Major Questions Around Inheritances

Major Questions Around Inheritances

Jan 20, 2023

We often only deal with an inheritance a few times during our lifetime, so it's little surprise that we get questions about receiving and leaving an inheritance. In this episode, Eric Hogarth, CFP® will address the major inheritance questions that are out and highlight some of the mistakes that are commonly made.

 

Here’s what we discuss in this episode:

0:50 – Tax implications of the money you inherit

2:28 – How SECURE Act changed inheritances

4:50 – Estate planning mistakes we commonly see

6:19 – How we can help you with an inheritance

 

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