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Home / Archives for Roth IRA

Roth IRA

6 Important Estate Planning Considerations – Part 5: Retirement Assets

July 13, 2018 by Yvonne Novak

Retirement-3

Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues. 6 Important Estate Planning Considerations – Part 5: Retirement Assets … [Read more...] about 6 Important Estate Planning Considerations – Part 5: Retirement Assets

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), estate planning, IRA, retirement, Roth IRA

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Law Office of Yvonne Michaud Novak

Law Office of Yvonne Michaud Novak
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