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Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin

Bogleheads On Investing Podcast

CHAPTER

The Importance of Disclaiming an Inheritance

Mike Downey: Start with something small and see how it feels. It's a great way to dip your toe into the water of gifting and giving. Mike, for those folks who may be looking at inheriting any amount from their parents, but they've already reached that state of financial independence, tell us what their options would be for leaving that money to a younger generation. You can do this with anything, but retirement accounts is often where it comes up.

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