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
Latest posts by Theron M. Hall Jr. (see all)
- Phoenix Estate Planning For Children - December 15, 2022
- Social Security Retirement: Understanding The Benefits - November 18, 2021
- Protecting Your Farm or Ranch in Your Estate Plan - October 20, 2021
Leave a Reply