Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues.
6 Important Estate Planning Considerations – Part 5: Retirement Assets
- When Should Inheritance Planning Start? - June 23, 2023
- What Is the Process for Contesting a Will? - May 31, 2023
- Is an IRA Taxable as Part of an Estate? - May 30, 2023
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