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Investing a Substantial Inheritance: Maximizing Your Returns and Timelines

For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: Register to our FREE retirement planning Masterclass - Register to our FREE Alternative Real Estate Investing Masterclass - 📽 Watch our other video on Inheritance Tax: Let’s discuss the inheritance you might have just received or that you are anticipating receiving, and what you should do with it. It's likely a very stressful time after someone close to you has passed away. Having a clear and informed mindset is important when dealing with the responsibilities of an inheritance. Perhaps you have never had this huge amount of wealth, or it could have even doubled or tripled your net worth. There are many different aspects you need to factor in when deciding how to move forward. 1) First, I would suggest you surround yourself with people you trust with your accounting, legal, and investment needs. -When you use the funds to pay off j