I Just Inherited A Brokerage Account. What Do I Need To Know?

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  • Опубліковано 19 січ 2025

КОМЕНТАРІ • 3

  • @wideawake333
    @wideawake333 Місяць тому

    I live in NJ, is heritance tax at the state level paid when you withdrawal the funds or or is it due the year that you receive the inheritance of stocks?

    • @blueridgewealth
      @blueridgewealth  9 днів тому

      According to nj.gov inheritance tax is due 8 months from the death of the person you inherited from

    • @wideawake333
      @wideawake333 9 днів тому

      @blueridgewealth on mutual funds and stock or just real estate? I'm assuming if it's due within 8 months that it is not on investments.