Retirement Benefit Planning: Dealing with the Uncertainties
Retirement assets often comprise a significant portion (sometimes the majority) of the wealth of clients. Clients rely on their estate planning advisors to determine the most efficacious manner in which to transfer these assets and minimize the taxes arising from them.
Among the topics of which we must have a working knowledge are the following:
- Funding various kinds of trusts with retirement assets
- Working with beneficiary designations
- Rollovers and trustee-to-trustee transfers: Not nearly as simple as you think
- Using IRAs and qualified retirement plans for charitable giving