This week I have gotten a couple of phone calls with the same question: "I have inherited $300,000, what should I do with it?" The thing that I find interesting about this question is that quite often when people ask, they already have an answer they want to hear and they are not always willing to hear advice but are rather seeking validation. Every situation is completely different and if you speak to a true professional, you will hopefully be pointed in the best direction possible FOR YOU. My best advice for what to do with an inheritance? Go to a professional for advice.
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CONTACT ME:
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DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
