Retirement Accounts and Estate Planning

For many Americans, retirement accounts comprise a substantial portion of their personal wealth. When planning your estate, it is important to consider the ramifications of tax-deferred retirement accounts, including 401(k) and 403(b) accounts, SEP-IRAs and traditional IRAs. Roth IRAs are not tax-deferred accounts and are therefore treated differently. I'll discuss the estate planning implications...
Retirement Accounts and Estate Planning Continue reading…