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The Retirement Huddle

Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah.

Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News.

In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country.

To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.com.

  1. All Episodes
  2. Ep 65: Inheritance 101

Ep 65: Inheritance 101

Nov 17, 2022

Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic.

From tax implications to common mistakes we see people make, we are here to make sure your current or future inheritances go smoothly. We’ll explain what steps you need to take, even if you don’t have a clue what to do.

What we discuss in this episode: 

  • What do you need to know about tax implications? (1:14)
  • How will the SECURE Act impact your inheritance? (4:30)
  • What are some common mistakes people make? (6:37)

Read more and get additional financial resources here: http://retirementhuddle.com