Posts Tagged: retirement plan trust

Advantages of Having a Separate Retirement Plan Trust

December 11, 2015

By: Verena Meiser, J.D. – verena@ As you are planning how to leave your IRA, 401(k), 403(b) or other qualified retirement account to your spouse, children, or other beneficiaries, consider setting up a separate Retirement Plan Trust. Any trust that authorizes the trustee to handle withdrawal of assets from a retirement account and distribution to …

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