Tax Tips in 10: 3 Things to Know About Inheritance and Taxes

Tax Tips in 10 or Less Ep. 43 Get your journey off to a great start with our financial resources:  https://bit.ly/4n4vHpq  Meet with Us: https://bit.ly/4hbZmeQ  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   What is a Step-Up and Step-Down in Basis? https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o  Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=M4Xg71Yj7h02XWQE  Estate Tax vs. Inheritance Tax https://youtu.be/oPanexiISYE?si=wPEbZD9ttq8001fC  IRS - Gifts & Inheritances 1 https://www.irs.gov/faqs/interest-dividends-other-types-of-income/gifts-inheritances/gifts-inheritances-1  Tax Reduction Strategies: https://bit.ly/4n84DWn   Retirement Checklist: https://bit.ly/43av86k   #TaxTips #TaxPlanning #TaxPlan _______________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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