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TIPS FOR BEQUESTING YOUR RETIREMENT ACCOUNT
02/27/2015

The CFP Board's Charles Sachs offers his advice for bequeathing your retirement account without having it consumed immediately by taxes. To minimize the estate and income tax bite of retirement assets, it's important to design an estate plan to take advantage of these strategies. How would you feel if the IRA you contributed to over your working lifetime was 70 percent consumed by taxes once you have passed away? Estate planning focuses on passing assets efficiently to beneficiaries, and much of this planning deals with mitigating income and estate tax. Taxable estate assets are those assets in excess of the $5.43 million exempted amount for 2015, and are taxed at 40 percent, excluding assets left to a spouse or charity... HIGHLIGHTED EVENT: Are you an investor looking for an opportunity to learn from the best and brightest in the investing world? Attend the AAII 2015 Investor Conference ...

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Founded in 1993 as part of a multi-state settlement to resolve charges of misconduct, the Investor Protection Trust serves as an independent source of noncommercial investor education materials to help equip investors, and would-be investors, with the armor they'll need to protect them from sophisticated scams, and the knowledge they will need to better navigate their travel through the securities market.



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