Inherited property is treated differently than gifted property, although it shares similarities. The adjustment of basis on inherited property is dependent upon who is inheriting the property and what state you are in. If you inherit property or assets, as opposed to cash, you generally don’t owe taxes until you sell those assets due to what’s known as a stepped-up in cost basis. This Retirement Concept video will cover how this transaction could play out for you when someone leaves you certain assets.

🔴 SUBSCRIBE for more FREE tips: [ Ссылка ]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🤝BECOME ONE OF OUR HIGH VALUED CLIENTS:
It only takes 2 steps
1. Complete an application.
➡️[ Ссылка ]
2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance.
➡️ [ Ссылка ]

Wish to Schedule an Appointment with the Retirement Education Center
➡️ [ Ссылка ]

Want to learn more? Watch our 1 hour Retirement Income MasterClass
➡️ [ Ссылка ]

Want to learn how to avoid 401(k) rollover mistakes?
Click to download our Free Strategy Guide
➡️ [ Ссылка ]

To Request a Complimentary Social Security Report
➡️ [ Ссылка ]

DOWNLOAD OUR EIGHT OBSTACLES TO RETIREMENT
➡️[ Ссылка ]

To Request a Complimentary Retirement Analysis
➡️ [ Ссылка ]

TO ACCESS OUR GENERATIONAL VAULT
➡️[ Ссылка ]

➡️CLICK HERE FOR YOUR SAMPLE FINANCIAL PLAN
[ Ссылка ]

Annuities: Perception vs. Reality brochure
➡️[ Ссылка ]

Download the Tax Fact Sheet
➡️[ Ссылка ]

Download our Flexible Protection for A Healthy Retirement
➡️[ Ссылка ]

Download our 6 Reasons That Now Might Be a Great Time to Convert Your Traditional IRA to a Roth IRA brochure
➡️ [ Ссылка ]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📲CONNECT WITH US ON SOCIAL MEDIA:
Facebook ➡️ [ Ссылка ]
LinkedIn ➡️ linkedin.com/in/carson-graves-22103413/
Website ➡️ [ Ссылка ]
Website ➡️[ Ссылка ]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
DISCLAIMER
Insurance products and services are offered through Carson Graves, independent agent. Retirement Education Center, Carson Graves are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Carson Graves, and our editorial staff. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Carson Graves, is registered or where otherwise legally permitted. Carson Graves, Retirement Education Center do not render tax, legal, or accounting advice. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

свернуть