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Using a Trust to Manage Retirement Accounts: A Strategic Approach

by EstateLaw1 | Apr 4, 2025 | Uncategorized

Retirement accounts, such as IRAs and 401(k)s, are essential components of financial planning. However, without proper estate planning, these assets may be subject to tax burdens, mismanagement, or unintended distribution. Establishing a trust can help control how...

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