The Best (and Worst) Assets to Inherit

Podcast: Managing Your Financial Future with Lucia Capital Group · Lucia Capital Group

Opublikowano: 2026-09-29

Leaving money to your heirs is one thing, but leaving the right assets to the right people is another. A Roth IRA, a traditional IRA, a brokerage account, real estate, cash, and an annuity may all have value, but they can create very different results for the person who inherits them. Some inherited assets pass down fairly simply, with few (if any) tax implications. Others may come with required distributions, taxable income, complicated paperwork, or decisions that have to be made quickly. That’s why your estate plan should always consider how each asset works once it la...