Taxes on Inheritance & Estate

In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries, and how stepped-up basis laws can impact what heirs receive. In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money. Disclaimer: Savvy Women Wealth Management is an SEC Registered Investment Advisor. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700