Estate Planning for Large Retirement Accounts
Posted By Jorgensen, Brownell & Pepin, P.C.
Other than a house, most people’s largest asset is a retirement account, such as a traditional IRA or employer 401K plans and similar variations (403(b) plans for employees of certain tax-exempt organizations and 457(b) plans for government employees). Retirement accounts receive special treatment under the tax laws that must be considered while creating an estate plan. How Tax Laws Affect ...
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