EPISODE · Mar 23, 2020 · 20 MIN
039 How to avoid a 17% inheritance tax
from Money Over 50 · host Michael & Ali of Money Over 50 Financial Advisers
For all listener questions/feedback, please contact the team at [email protected] When you pass away, if your money is being passed onto a non-dependant beneficiary (e.g. adult children) a portion of these funds will be taxed. Dallas and Michael discuss a way to avoid this inheritance tax.
What this episode covers
For all listener questions/feedback, please contact the team at [email protected] When you pass away, if your money is being passed onto a non-dependant beneficiary (e.g. adult children) a portion of these funds will be taxed. Dallas and Michael discuss a way to avoid this inheritance tax.
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039 How to avoid a 17% inheritance tax
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