Is Inheritance Taxable? Understanding the Rules | Financial Advisor | Christy Capital Management

Today, we’re talking about inheritance and taxes. Whether it’s real estate, a brokerage account, or your TSP. We'll go over the different accounts and how they're taxed when someone inherits them.


We have a new book that goes over the 10 decisions that can make or break your federal retirement.

The book has all 10 decisions, so get your copy on Amazon. There's a link in the upper right corner to get your copy. It will really benefit you as you’re planning for retirement.

Book on Amazon: https://a.co/d/3hCgXxb

One of the great things about meeting with a financial planner who understands your federal benefits is that we can help you answer these important questions: How much have you saved? Is your money invested in a traditional or Roth? Where will your income come from? What are your monthly expenses? When are you going to turn on Social Security?

We’ve learned that having the answers to all of these questions in one plan, where you can see the math behind it, is extremely helpful for your peace of mind as you head into retirement.

If you need individualized help, visit christycapital.com and click "Talk to an Advisor."

The information provided is not intended as tax or legal advice. Figures shown are for illustrative purposes only. Furthermore, the information or the illustrations provided may not be used to avoid any tax penalties. This content represents the general views of Christy Capital Management and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice. Retirement Benefits Institute, Inc., and a portion of its contents merged with Christy Capital Management Inc. Brandon Christy, former President of Retirement Benefits Institute, is also the current President of Christy Capital Management, Inc., a registered investment adviser.