0817-kemball

Designating Beneficiaries for Retirement Plans

A conundrum arises when a trust is named.

Almost every estate-planning client who walks through my door owns at least one qualified retirement plan asset, be it a typical 401(k) plan with her current employer or a traditional individual retirement account. A large percentage of this group has a majority of their net worth “tied up” in such accounts. As an estate-planning attorney, it’s my job to educate these clients on the most tax-efficient way to transfer such wealth to their beneficiaries, while taking into

All access premium subscription

Attention: We are in the process of better serving you. While we update our system your premium access may be delayed. We thank you for your patience, and should be up and running at full capacity shortly. Please check back with us soon.

 

For immediate assistance, please contact [email protected].

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish