retirement accounts Tag Archives

If you want to begin your retirement with peace of mind, you should make setting up your estate plan a priority.

29 May Estate Planning and Retirement: Why You Need an Estate Plan Before You Retire

Posted at 14:25h in Uncategorized by Phelps LaClair Law

Estate planning is a very important part of retirement planning. Although technically you can make an estate plan after you retire, it's not wise to put it off. We know it can be difficult to tackle some estate planning topics, like writing your will or...

In this guide, we answer the most frequently asked questions about inherited 401K accounts and how your 401K fits into estate planning.

24 May Your 401K and Your Estate Plan

Posted at 09:57h in Estate Planning, Retirement Planning by Phelps LaClair Law

Choosing a beneficiary for your 401K is an important decision. Even though retirement accounts do not have to go through probate, they can still be subject to taxes and fees. And when it comes to inheriting a 401K account, different rules apply for charities, spouses,...

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