Ep. 16— How to Handle Retirement Accounts in your Estate Plan

Update: 2022-09-16

Description

Tax-deferred retirement accounts can be a person's largest asset in his or her estate. Not understanding the rules can result in significant tax consequences for your loved ones. Sara Josey with Select Law Partners gives you the information you need to ensure your beneficiaries are receiving the best tax treatment for this asset!

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In Channel

Ep. 35—Tangible Personal Property

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Ep. 34—Transfer on Death Deeds

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Ep. 33—Advance Medical Directives

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Ep. 32—Let's put the FUN in funeral arrangements

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Ep. 31—Caring for your Aging Parents

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Ep. 30—Estate Planning Spring Cleaning

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Ep. 29—Titling Real Estate with your Children

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Ep. 28—Do I need to update my Will when I move?

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Ep. 27—What is the role of a paralegal?

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Ep. 26—Domestic Violence and Custody

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Ep. 25—Pros and Cons of Online Will Templates

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Ep. 24—Are You Considering Disinheriting Your Child?

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Ep. 23—A Christmas Story

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Ep. 22—Charitable Giving

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Ep. 21—Family Meeting

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Ep. 20—Professionals in Estate Planning

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Ep. 19—Spooky Estate Planning Stories

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Ep. 18—Estate Planning for the Short Term

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Ep. 17—Documents for the Young Adult

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Ep. 16— How to Handle Retirement Accounts in your Estate Plan

2022-09-1616:37

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Ep. 16— How to Handle Retirement Accounts in your Estate Plan

#box-pro-ellipsis-176273706473532{-webkit-line-clamp:2;}Ep. 16— How to Handle Retirement Accounts in your Estate Plan

Ep. 16— How to Handle Retirement Accounts in your Estate Plan

Sara Josey

Ep. 16— How to Handle Retirement Accounts in your Estate Plan