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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Friday Oct 18, 2024
Friday Oct 18, 2024
Some assets are pretty tricky for someone to inherit because they create a lot of tax problems for the inheritor. Today, Paul talks about what happens when you inherit a non-qualified annuity. Do you pull money out and pay taxes on all of it? Do you annuitize it and hope you outlive your life expectancy? Paul answers these questions and encourages investors to avoid these kinds of problems by not getting their money tangled up in these kinds of products from the start.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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