Skip navigation
An Ounce of Prevention

An Ounce of Prevention

Retirement funds are migrating to IRAs. Clients need your help to preserve ongoing tax benefits

There’s a growing estate-planning need for a highly complex, tax-sensitive asset most clients have: retirement savings. As we begin 2014, advisors can help clients understand death benefits offered under governing plan documents and help prepare beneficiary forms. They also need to assist with implementing the resulting transfers at death to preserve ongoing


Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).

If you are interested in unlimited article access for one year, please select Annual Subscription below.

Hide 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.