Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know

Ever get that pit in your stomach thinking about the tax bill that might come with your inheritance?

As both a financial advisor and an inheritor myself, I've been there.

In this episode, I'm breaking down exactly what you need to know about inheritance taxes.

We'll cover when your inheritance is or isn't taxable, along with the taxes you'll need to watch out for in the decade after you inherit.

Join me for a deep dive on the "step up in basis" and everything you need to know about the new tax rules for inherited IRAs.

Whether you've already inherited or are trying to build your knowledge for when you do, this episode of Heir Necessities has you covered.

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