The Jon Sanchez Show
Inheritance planning
The 6 Best Assets To Inherit
October 21, 2026
Listen to the Episode
Is a million dollars always a million dollars? Jon compares inheriting cash, life insurance, appreciated stock, a traditional IRA and a Roth IRA, and explains how the step-up in cost basis, the 10-year rule for inherited IRAs and a shared family home can change what heirs actually keep.
