I Inherited $2,500,000 in Stocks!

by | Dec 15, 2022 | Inherited IRA | 31 comments

I Inherited ,500,000 in Stocks!




I Inherited $2,500,000 in Stocks!
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31 Comments

  1. Summer eli Propker Cortes

    Hello hope someone can help me out I inherited stock from a friend who passed about a year ago I want to sell what steps do I need to take also the price of the stock has gone down do I recieve what it was worth at moment of her passing or what its worth now any help will be great thank you very much.

  2. jan stolk

    i say cash in and spend it , ..you can always borrow money when you run out !
    lol !

  3. Carpe Diem

    How about we keep it where it is. Hold each investment and, when ready, stop reinvestment and live off the dividends.

  4. Kathy Edens

    With 2.5 million he can easily diversify with individual stocks. Dave seems to infer he has it all in just one stock. That's not necessary at all.

  5. BILLIONAIRE GH OFFICIAL

    Daddy made money in specific investments. For now nothing for a year and use that period to learn.

    Daddy did not sell. Do not sell

  6. Sierra Smallwood

    The afraid mirror ophthalmoscopically frame because plow joly flash plus a ashamed daffodil. perpetual, jealous ghana

  7. Nicholas Hampton

    God picked the right guy? I guess us folks who don’t inherent anything are horrible people.

  8. Super Walking Tours

    Netflix, Pepsi, Frito-Lay… Google? Disney,

  9. 0v3rc10ck3d

    You can transfer stock between brokers without selling at one and rebuying at the other. Avoiding paying taxes in the transfer. They usually call it an account transfer.

  10. rothbj1

    First thing planner did was multiply 2.5 million by 5.75%

  11. elitestar

    as soon as I heard financial planner, oh boy…

  12. Al

    It's unclear why he would be liable for $200k in capital gains tax. He should have received a stepped up basis since it was an inheritance.

  13. moneyindabank

    Dave still trying to sell people Mutual Funds smh.

  14. Borj

    The thumbnail is the content.

  15. Francis

    If you have a portfolio of 2.5M then single stocks aren't risky and you can have a well diversified portfolio of stocks and unit trusts. Dave Ramsey sucks because he gives the same generic advice to every caller no matter what their individual circumstances are.

  16. Bob Proctor

    get some Game Stop : )

  17. Michael Brown

    If it’s a big solid bank, keep it there until there’s a plan. A holy grail to a financial investor. My Mother lost all of her stock during the real estate crash in 2007 in a bank in Florida because the bank failed. It was her life savings. Capital gains will be the first wave of pain, inheritance tax will be the second wave. Hope your not married.

  18. kalef1234

    Dump it in robinhood XDDDDD

  19. Aryan Patel

    best way to go about that 2.5 million is to slowly hedge around 1-2 percent of that capital into various index funds and high yield etfs . you could easily set your family for life w that amount of capital

  20. kodenich

    I just hope he bought Gamestop with it.

  21. KosmonautOfficial

    Imagine watching this again but Dave is wearing that orange outfit.

  22. icm65

    Don’t get married. You’re welcome.

  23. hectormiguel05

    If I was in that case I would invest most of it in a s&p500 index fund with a low expense ratio, put some on dividend stocks just enough to cover my living expenses, and buy a rental property cash. I'll would just live off the passive income.

  24. Supreme Content

    If only they said to put it all into GME he would be a billionaire rn

  25. Nicky Thao

    Get a prenup

  26. Taking Back Profits

    The fact that he's more scared of the money than excited, shows that he's the right person to have inherited it.

  27. Rodolfo Alvarado

    He should invest it in Tesla lol

  28. GR8

    This is what I'm hoping to gain with HCMC and ENZC. One can only dream

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