Bonus Episode! Ask Me Anything: Inheritance and Taxes

Full episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-taxes-amaWondering 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. Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.