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Receiving an inheritance can be a welcome financial windfall, but it may also create new challenges in your financial life. Be sure any decisions you make about inherited assets are done with careful preparation.
The common perception is that inheritance involves money passing to a beneficiary. While that is often the case, you also may inherit other types of assets, such as property, a business, family heirlooms or stocks and bonds. Today, many older Americans have accumulated sizable sums in workplace savings plans such as 401(k) plans or IRAs, and assets left in those accounts also need to be distributed to beneficiaries.
What should you do with your inheritance? Receiving a sizable sum of money or other assets of value can seem like a windfall that suddenly gives you more financial freedom. Many feel a sense of wealth they are not accustomed to, and can become less cautious with how they spend their money. We believe this can be a mistake.
Before any decisions are made about what to do with your inheritance, contact a financial professional to discuss options.
We’ll work with you to develop a plan that reflects your goals and dreams, and help you make informed choices about your future.
We offer sophisticated investment management experience and a wide range of investment options.
We offer investment products and services to help you work toward your goals and simplify your financial life.
Investment products and services are:
Not a Deposit•Not FDIC Insured•May Lose Value•Not Bank Guaranteed•Not Insured by any Federal Government Agency
This information represents the opinion of U.S. Bank and/or U.S. Bancorp Investments and is not intended to be a forecast of future events or a guarantee of future results. This information is designed to be educational and informative. It is not intended to provide recommendations, to provide specific advice concerning retirement accounts and investment planning, or to meet the needs of any particular investor. Investors should consult with their investment professionals for advice concerning their particular situations.
U.S. Bank, U.S. Bancorp Investments, Inc. and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Clients should consult their tax and/or legal advisor for advice and information concerning their particular situation.
For U.S. Bank:
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.
For U.S. Bancorp Investments, Inc.:
Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states . CA Insurance License # OE24641.
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