The Truth About Inheritance nobody talks about : Retirement and Inheritance

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Your Rich Auntie

Your Rich Auntie

Күн бұрын

Пікірлер: 8
@RobertMcclean-ed4eb
@RobertMcclean-ed4eb Ай бұрын
Once again, an excellent topic and presentation. All points are spot on, but perhaps you could cover the implications of inheriting an IRA. The ten year period withdrawal period and recipient’s tax rate can reduce the benefit of the inherited IRA.
@YourRichAuntie
@YourRichAuntie Ай бұрын
Great suggestion!
@AgingOnYourTerms
@AgingOnYourTerms Ай бұрын
Great advice!
@YourRichAuntie
@YourRichAuntie Ай бұрын
Glad you think so!
@anderspedersen6750
@anderspedersen6750 Ай бұрын
Could some of the increase in age come with the decline of defined benefit plans? i.e. people are worried about loosing their income later in retirement than they are used to?
@YourRichAuntie
@YourRichAuntie Ай бұрын
Can you clarify your question? Increase in age for inheritance or retirement?
@anderspedersen6750
@anderspedersen6750 Ай бұрын
@@YourRichAuntie increase in age for when you receive inheritance, or rather increase in the age of the person giving the inheritance.
@YourRichAuntie
@YourRichAuntie Ай бұрын
I’m not sure the two - increase in inheritance age and decrease in defined benefit plans are related, except that they’re both connected by increasing life expectancy
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