Navigated to Tax Tips in 10: 3 Things to Know About Inheritance and Taxes

Tax Tips in 10: 3 Things to Know About Inheritance and Taxes

November 10
11 mins

Episode Description

Tax Tips in 10 or Less Ep. 43

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What is a Step-Up and Step-Down in Basis?
https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o 

Wills vs. Trusts: What's the Difference?
https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE 

Estate Tax vs. Inheritance Tax
https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC 

IRS - Gifts & Inheritances 1
https://www.irs.gov/faqs/interest-dividends-other-types-of-income/gifts-inheritances/gifts-inheritances-1 

Tax Reduction Strategies: https://bit.ly/4n84DWn  

Retirement Checklist: https://bit.ly/43av86k  

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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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