Sign up to save your podcasts
Or
Share Inheriting Assets, 401(k)s, & IRAs | The Fishbowl Podcast by Seaside Wealth Management
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Inheriting Assets, 401(k)s, & IRAs | The Fishbowl Podcast by Seaside Wealth Management
It's time to have a difficult conversation with your parents about money. Why? Because if they leave you assets, you could be stuck with a huge tax bill. Brad Lineberger, CFP, and Matt Callahan, CFP, discuss scenarios on how to inherit assets to pay less taxes. 👉 Ready to create a stress-free retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement.
View all episodes
By Seaside Wealth ManagementIt's time to have a difficult conversation with your parents about money. Why? Because if they leave you assets, you could be stuck with a huge tax bill. Brad Lineberger, CFP, and Matt Callahan, CFP, discuss scenarios on how to inherit assets to pay less taxes. 👉 Ready to create a stress-free retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement.