A Complete Guide To Inheriting Money - Tax Planning for Early Retirement!

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement 2-Question Survey For Discount Code (June 1st Early Retirement Academy Launch) → https://vwo3759x8i7.typeform.com/to/wzU91qCt?typeform-source=www.buzzsprout.com Flowchart mentioned in the video → https://www.dropbox.com/scl/fi/j168dg6tsg1xs3gjk9qmx/Can-I-Delay-Distributions-From-The-Traditional-IRA-I-Inherited-2024.pdf?rlkey=w94z8vkr0kd5thfc1tcg7e0d4&e=1&st=xt8rredk&dl=0 Inheriting money can significantly impact your early retirement plans, but it requires careful tax planning to maximize benefits and minimize liabilities. This comprehensive guide will help you develop essential strategies for managing inherited wealth and provide valuable insights on tax implications, IRAs, brokerage accounts, and beneficiary options. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:15 Narrating a Real Life Case 03:30 Financial Planning to Avoid Altering Children’s Life Decisions. 05:17 Do Smart Estate Planning 06:50 Special Announcement 08:25 Reviewing Comment of The Week 10:42 Planning Distributions from Traditional IRA Inherited 14:35 How To Manage Inheritance When You Are in High Tax Bracket 17:35 Inheritance Other Than Your Spouse 20:17 Inheriting Brokerage Accounts 21:27 What Is Net Unrealized Appreciation (Nua) 23:58 Summary/Conclusion –––––––––––––––––––––––––––––– eBook: The Complete Guide To An Early Retirement (FREE)→ https://rootfinancialpartners.com/early-retirement eBook: The Complete Guide To Health Insurance (FREE)→ https://rootfinancialpartners.com/health-insurance Early Retirement Expense Calculator (FREE) → https://rootfinancialpartners.com/cash-flow-planner PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions. This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.