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Leaving Retirement Plan Benefits to Trusts

As the baby boomer generation ages, a greater and greater concentration of wealth is being held in retirement plan benefits. Dealing with the complexities of retirement plan benefits, whether it be via a prenuptial agreement or a divorce settlement, is unavoidable. An inadequate understanding of how these plans work can make a significant difference in your client's tax bill.

23 minute read April 27, 2007 at 10:55 AM
By
Ellen Schiffer Berkowitz
Leaving Retirement Plan Benefits to Trusts

As the baby boomer generation ages, a greater and greater concentration of wealth is being held in retirement plan benefits. Dealing with the complexities of retirement plan benefits, whether it be via a prenuptial agreement or a divorce settlement, is unavoidable.

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