Oh, and by the way, always giving glory to our Lord, Jesus Christ! He comes first. Always.
A guy asked me if his interetance will affect the premiums he pays for Medicare via IRMAA. Remember folks, you pay NO Federal Tax on money you inherit. A couple states do have an inheritance tax, PA, MD, NJ and Nebraska, if memory serves. Check my work if you want.
From the Feds though there is no inheritance tax. Now you'll pay tax on the INCOME your inheritance produces just not on the asset you inherit by itself.
Ed McQuarrie talks the REAL History of Stocks and Bond performance.
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https://www.morningstar.com/funds/most-stunning-fact-about-vanguards-etf-flows-2
This article shows people are pulling money out of mutual funds and putting it into index funds an example is VOO. Also Vanguard Primecap and Core fund opened the fund due to them both because of money being pulled out. INDEX ETF's way to go tax efficient and low expenses
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