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
