Matt Jackson - RBC Wealth Management

Receiving an inheritance

Millennials and Gen X'ers are set to inherit large amounts of money in the near future. It’s important to consider:

What type of assets your inheriting
What the tax treatment of those assets are
When and how to distribute those assets
How to best utilize those assets

Our team can help you through this process and develop a plan as to how to use this money. We consider different options including:

Paying down/off debt
Saving for retirement
Using for college education
Fund charitable goals

Let us help you!

<p>Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice. </p>

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