One Stress-Free Portfolio
Investing inheritance wealth responsibly is important for your long-term financial health. We’ll walk you through every step of the inheritance process and ensure that you make good decisions for your financial future. We’ll help you figure out which stage is best for you and automatically update it as you move through the inheritance process.
…With Uncompromised Features
You may have questions: “What is an inherited IRA?”, “What is inheritance tax?”, Our team is here to provide you with investment answers. Whether it’s investing inheritance for retirement, generating an extra source of income, or to make that big dream purchase we’ll help you maximize the benefits of your newly acquired wealth.
*Portfolio allocation based on risk tolerance and is subject to change. Due to the nature of our Inheritance portfolios, there are no Aggressive options. If you would like to discuss additional investment options, please contact one of our financial professionals.
When a parent dies there are many things to manage, and taking care of the...
Why Demand Wealth?
Uncover important inheritance tax considerations.Understand the special restrictions or requirements involved with some inherited assets.Discover the role of an executor and the various responsibilities, including managing the affairs and settling the estate.Learn about your choices for inherited IRA’s.Develop a plan to protect and sustain your loved one’s legacy long after he or she has passed.Get Started
What is an inherited IRA? What records do I need to gather and review? What are the legal and tax issues associated with settling an estate? Will my inheritance go through probate? Will I pay taxes on my inheritance? Are there any special restrictions or requirements after I receive inherited assets?Ask a Specialist…
Ask a Specialist
1. Our core investment strategy is based on the Nobel Prize-Winning Portfolio Theory.