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Everything Estate Planning


Oct 8, 2024

#268 | What are The Best Tax Options if I Inherit an IRA?
 
So, you've inherited a nice sized retirement account. What should you do with it? Do you cash it out or take payouts over time? Tax laws changed not that long ago and it's good to know our options so we can reduce the tax consequences as much as possible.

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We provide PEACE OF MIND to families through estate planning, elder law and probate matters. 

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Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics. 

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