Before you do anything with any inheritance, take a deep breath and consider your options.
Maybe you received cash, a retirement account such as a 401(k) or an IRA, a house or other property, jewelry, cars, or antiques. What you can do with your inheritance depends on what you’ve inherited—though there are a few things that apply to all situations.
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There's never been a better time to become a member. Get in touch today!
You will need your Social Security Number, Government-issued ID, and information for funding your new account handy during the enrollment process.
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