Receiving an inheritance
or unexpected assets

 
Life Events > Receiving an Inheritance or Unexpected Assets
These tips can help you feel prepared to manage an inheritance or unexpected new wealth.
Keep in mind:
Tax-advantaged investing. Consider putting as much as you can into an employer-sponsored retirement savings program and evaluate opportunities for an IRA.
Plan for your kids' college. Make full use of 529 plans and other tax-favored education savings and investment vehicles.
Weigh your options. Look at the potential return you could earn from new wealth against the cost of carrying debt.
 
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