Pros and Cons of Putting Retirement Assets in a Trust

Tag Archives: retirement assets

Pros and Cons of Putting Retirement Assets in a Trust

As you go through the process of naming beneficiaries for your retirement accounts, consider naming a trust rather than an individual. This, however, can be rather complex. The complication centers around whether the retirement assets can be stretched out over the beneficiary’s lifetime or are required to be distributed much sooner. Here are some of […]

How Retirement Assets Factor Into Your Estate Plan

In the world of estate planning, coordinating retirement assets is crucial. These days, a substantial portion of a person’s overall wealth can be found in tax-deferred retirement accounts like traditional individual retirement accounts (IRAs), 401(k) plans and 403(b) plans. There are many factors to take into account when considering the role your retirement assets play […]