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Dian
What would you do with a large inheritance???
To reintroduce myself, I occasionally posted on FundAlarm. I have tried to follow the MFO discussion board, however, being the eldest child and niece of many ‘senior’ seniors took much of my time. The last of that generation recently passed. I may soon have time for myself.
So herein lies my concern. I knew I would receive an eventual distribution and will within a few months. Since learning the hard way many years ago and ‘investing’ money with a financial ‘salesperson’, I learned to take care of my own financial investments. The majority of our assets are in IRA rollovers; I am pleased with them. My husband started collecting his RMD’s this year; I will in two years. Our emergency fund is covered. The inheritance isn’t money I need.
Herein is where I am asking for your thoughts as I make a decision on investing a large sum. The ‘salesman’ where most of the funds are coming from ‘told me’ years ago he
