Estate Planning Red Flag – You’re taking periodic payments from an IRA or 401(k) plan
$225.00
Description
Abstract: A tax-advantaged savings plan, such as an IRA or 401(k) plan, is designed to help fund one’s retirement. But to the extent that a person doesn’t need the funds during his or her golden years, they can be a valuable supplement to an estate plan. This brief article explains the negative effects of taking early payments from an IRA or 401(k).
Additional information
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