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Archive for March, 2016

Why You Should Name a Stand-Alone Retirement Plan Trust as Beneficiary of Your IRA and Other Tax-Deferred Retirement Accounts

Thursday, March 3rd, 2016

Naming the right beneficiary for your tax-deferred retirement accounts is critically important. Most people want to continue the tax-deferred growth of their accounts for as long as possible, pay the least amount in income taxes and achieve the maximum stretch-out. Required distributions after the owner dies will be based on the beneficiary’s age and life […]

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