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Having a relative pass away is never easy. This process isn’t any easier if you’re dealing with an estate that you’re not prepared to handle.
In this episode, Jeremy Keil helps you get ready for what may come down the line by sharing five things you need to know when handling an estate — whether you’re an executor or a beneficiary.
In this episode, you’ll learn:
- How quickly you need to deal with different accounts
- Why you shouldn’t automatically cash out accounts
- Whether you can take inherited money and put it into your IRA
- About settlement options — and why you need to ask about them
- And more!
Tune in now to better prepare for handling estates in a way that honors your loved ones, your overall financial picture, and future generations!
Resources: Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor | Subscribe
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.