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SVTPerformance's Chain of Restaurants
Road Side Pub
SVTP Financial gurus
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<blockquote data-quote="Ohio Snake" data-source="post: 15628676" data-attributes="member: 157862"><p>These are all very important and good advice. However, one of the most important things to consider is taxation and tax bracket. I highly recommend working with a CFP or Registered Investment Advisor who works closely with a CPA in the state you reside in. One area the OP did not mention is whether this inheritance is qualified cash, non qualified cash, life insurance , hard assets or a combination. I've seen times where a beneficiary accepted an inheritance in the wrong manner causing unnecessary taxation. </p><p></p><p>Again, seek professional help as soon as possible. </p><p></p><p></p><p>Sent from my iPhone using Tapatalk</p></blockquote><p></p>
[QUOTE="Ohio Snake, post: 15628676, member: 157862"] These are all very important and good advice. However, one of the most important things to consider is taxation and tax bracket. I highly recommend working with a CFP or Registered Investment Advisor who works closely with a CPA in the state you reside in. One area the OP did not mention is whether this inheritance is qualified cash, non qualified cash, life insurance , hard assets or a combination. I've seen times where a beneficiary accepted an inheritance in the wrong manner causing unnecessary taxation. Again, seek professional help as soon as possible. Sent from my iPhone using Tapatalk [/QUOTE]
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