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Retirement Trust

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

Posted on: April 17th, 2013
(For IRAs and Other Tax-Deferred Retirement Accounts) Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible, pay the least amount in income taxes and get the maximum stretch-out. Required distributions after the owner dies will be based on the new beneficiary's age and life expectancy, so the younger the beneficiary (like a child or grandchild), the longer the stretch out....
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