David Swanson, of Swanson Financial, shared how an inheritance can be an important component of your Retirement Plan. In preparing for retirement we are attempting to plan out how best to use all our resources. When receiving an inheritance any potential negative tax consequences, investment risks, as well as the income potential must be considered carefully. When stocks or properties are transferred often times these assets are not well suited for the beneficiaries and need to be realigned to meet their family’s current and future financial income needs in retirement.
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