1. EachPod

227. I’ve inherited $200k, what should I do?

Author
Wiser Wealth Management
Published
Mon 10 Jun 2024
Episode Link
None

Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k.

Related Podcast Episodes:
- Ep 171: I've inherited money, now what?
- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It

Related YouTube Videos:
- Do you have to pay taxes on an inheritance?
- Does inheritance count as income?

Related Blogs:
- Inheritance Scams: How to Protect Yourself and Your Loved Ones
- What Should I Do with an Inherited 401(k) or IRA?

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
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