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What To Anticipate When You Find Yourself Inheriting Money Thumbnail

What To Anticipate When You Find Yourself Inheriting Money

Ep 14: What To Anticipate When You Find Yourself Inheriting Money​​​


In life there is always a beginning and an end. I'm sure all of us have had a loved one pass away at some point in our lives. But what happens when you are left with an inheritance?

The amount of wealth that will pass to the next generation is projected to be anywhere between 30 and 70 trillion dollars. It is being called the great wealth transfer. So it's important to understand what opportunities, challenges and decisions you will encounter if you find yourself as an inheritor.

In this episode, Derek will walk through considerations you should be aware of when inheriting

- IRAs & 401(k)s
- Capital Assets (money not in IRAs or 401(k)s)
- Annuities

You can find Derek at:

derek@pharmdfp.com
Twitter: https://twitter.com/derekjdelaney
LinkedIn: https://www.linkedin.com/in/derekdelaneypharmdfp/
Facebook: https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050

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