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I have received an inheritance

From relatively small amounts to large sums, an inheritance can make a meaningful difference in your financial situation. For example, it could enable you to make a major purchase, bolster your investments, or make a charitable gift. If you inherited an IRA, there are strategies you can use to extend the tax-deferred growth of those assets, or even pass them on to the younger generation. Ask a BMO Harris financial advisor to help you:

  • Incorporate inherited assets into your financial plan
  • Make the most of the tax-deferred growth benefits of an inherited IRA
  • Explore how to use inherited wealth to further your personal goals

Contact a Financial Advisor