Retirement Plans - Did you Know...?

Final Thoughts on Retirement Plans for Estate Planning This is the last part in this series on the interaction of retirement plans and estate planning, and I wanted to leave you with a few thoughts and suggestions: Grandkids Consider the grandkids! Children do not benefit as much from the stretch as do grandchildren because, obviously, they are older. So, some clients of mine, typically those with significant amounts in retirement plans, choose to carve off a portion of their plan to benefit a grandchild or grandchildren, while leaving the rest to the children. Making certain assumptions, a 35 year old child who inherits $200,000 can stretch it to about $1,200,000 over their lifetime. Us

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