Retirement Plan/IRA Assets Goals

• two major concerns:

  • pay your plan/IRA assets to the right people with the right protections
  • provide for flexibility and deferral, both for you and for your beneficiaries

• need to do careful beneficiary designation planning, both before and after age 70-1/2

• complex issues when plan/IRA assets are used to fund bypass and other trusts

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Last modified: 12/31/11