Maximize Your Inheritance: Smart Strategies for a Lasting Impact
Available to watch on-demand now!
Over the next 20 years, more than $84 trillion will change hands. But here’s the hard truth: a study has found 70% of inherited wealth is gone by the second generation – and 90% by the third.
Whether you are anticipating receiving an inheritance, already have one, or would just like to learn more, this webinar will explore the different options you have when receiving an inheritance to help you make the most confident decision for your overall financial plan.
We will walk you through the practical steps to take when you inherit money, property, retirement accounts or other assets.
In this webinar, you will learn:
- How to navigate taxes with the 10-year rule and step-up in basis
- Smart ways to invest or use inherited assets based on your goals
- How to avoid common mistakes that erode inherited wealth
- Why working with a fiduciary adviser can make a meaningful difference
For your convenience, we have pre-recorded this webinar, and it is available for you to watch on-demand when the time is right for you!
Fill out the form to receive access to the recording.
Advance Capital Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
