You've inherited money—now what?
Studies show that most people spend their inheritance within the first few years. Many people are also hit with unexpected tax consequences.This workshop will give an overview of everything related to inheriting money. We’ll talk about taxation; IRAs vs. Non-qualified money, as well as strategies you can use to save taxes. We’ll also how to choose an investment mix for inherited money, and some of the most common investing p[itfalls.
You've inherited money—now what?
Studies show that most people spend their inheritance within the first few years. Many people also experience unexpected tax consequences. This workshop will give an overview of everything related to inheriting money. We’ll talk about taxation; IRAs vs. Non-qualified money, as well as strategies you can use to save taxes. We’ll also how to choose an investment mix for inherited money, and some of the most common investing pitfalls.
Details
Date: August 19th
Time: 12:00
Location: Online
Cost: Free
What You Will Learn
- Know the tax implications of inheriting money
- Understand the investing options for your money and how to truly diversify
- Learn strategies to minimize taxes and maximize your money for life
Speakers:
Paul Winkler
ChFC®, RFC®, CLU®, LUTCF, CASL®, AAMS®, RICP®
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s differentiated approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
*Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment advisor registered with the State of Tennessee. PWI does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. This information is provided for informational purposes only and should not be construed to be a solicitation for the purchase of sale of any securities.