4min chapter

So Money with Farnoosh Torabi cover image

1782: Ask Farnoosh: Midlife Investing Goals, Inheritance Strategies, and More

So Money with Farnoosh Torabi

CHAPTER

Evaluating an Inherited REIT: Performance, Fees, and Tax Implications

This chapter offers insights on how to assess the performance and fees of real estate investment trusts (REITs). It highlights the importance of portfolio diversity, tax implications of inherited REITs, and the potential for reallocating inherited funds for personal growth.

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