Avoid Double Taxes on Your Inheritance

  |   Chris Robinson   |   ,
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When inheriting a loved one’s retirement assets, estate beneficiaries are often subject to a heavy tax burden and most likely want to avoid double taxes, for sure. If the estate is subject to both federal estate and income taxes, consider the income in respect of a decedent (IRD) deduction to avoid double taxation.

IRD Deduction to Avoid Double Taxes

For more insight on how an IRD deduction can help offset the impact of federal taxes,

click below download “Calculating an IRD Deduction in 5 Easy Steps.”

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Contact Chris Robinson, the lead advisor at RFG Wealth Advisory in Argyle, TX, at 940-464-4104. Let’s schedule a time to discuss how financial planning using the RFG Wealth Financial Blueprint might shape your financial future. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind.

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Calculating an IRD Deduction in 5 Easy Steps

Disclaimer

Financial Success Doesn’t Happen by Chance.

Contact lead advisor Chris Robinson with RFG Wealth Advisory in Argyle, Texas to discuss your questions.

RFG Wealth Advisory is an independent, fee-only Registered Investment Advisor firm in Argyle, Texas. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind. Contact us today!

Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.

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“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


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