Recent Posts in Estate Planning for Retirement Plans Category

How Can an Irrevocable Trust Benefit You? Part 2

Last time, we discussed asset protection and protection against estate, income, and capital gains taxes through irrevocable trusts. Here are some other benefits of irrevocable trusts: Special Needs If ...
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How Can an Irrevocable Trust Benefit You? Part 1

Estate Tax Protection Insurance, real estate, brokerage and bank accounts, and other personal property can be transferred to your irrevocable trust to insulate the assets in your trust from inclusion ...
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IRA Trust - protect your retirement plan benefits for your children

Many of you already have a Living Trust. Some of you may not because you were told that you didn't need one because the bulk of your assets were in an IRA or 401(k), or some other qualified plan. ...
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Would you like to help ensure your kids "stretch" IRA benefits?

I came across this article in the AARP discussing "stretch" IRAs. (Click here for AARP article) . A "stretch-IRA" can be a great benefit for your kids. The goal of course is to ...
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