Bonus Episode! Ask Me Anything: Inheritance and Taxes

Full episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-taxes-ama

Wondering how to avoid a massive tax bill when you inherit money?

In this AMA, I answered people's questions about the taxes you may pay when someone dies.

You'll learn why the 2020 SECURE Act dramatically changed the game for inherited retirement accounts and why waiting until year 9 to start withdrawals could be a financial disaster.

Plus, I'll tell you the one conversation you need to have with your parents now—before it's too late to make the tax-saving moves that matter.

This episode has the essential financial knowledge that no one teaches you but everyone needs, especially if you're a Millennial or Gen Z expecting an inheritance someday.

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