Attention ! ! ! Parents, Grandparents and Great-grandparents with Retirement Plans

Why Name a Trust as the Beneficiary of a Retirement Plan One of the most powerful tools provided to a beneficiary is the ability to “stretch” certain inherited retirement plans. So, when meeting with certain clients, I will often show them the monetary potential that their retirement plans are capable of providing to their beneficiaries, in particular, much younger beneficiaries such as their children, grandchildren and even great-grandchildren. If certain retirement plans are left to younger generations, the benefit to them can be staggering due to their ability to “stretch” the plan over their longer lifetimes than that of the original plan participant. For example, a person who inherit

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