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Increasingly, a substantial portion of the wealth of many Americans is represented by investments held in some form of retirement vehicle, whether it is an IRA, 401K, pension or profit sharing plan, or some other form of qualified or non-qualified deferred compensation entity. The rules for the administration of assets in these plans are complex, and require constant attention to avoid inadvertent penalties. Additionally, however, the income tax deferred nature of these plans provides both significant opportunities for tax savings, and pitfalls for the unwary. Our attorneys work to see that the portion of a client’s estate, represented by such plans, is properly integrated into the overall estate plan, to achieve maximum efficiencies and tax savings.
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Attorneys / Planning for Retirement Benefits
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