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Adding a Standalone Retirement Trust
If you have been contributing to your retirement account over the years, the balance has ideally increased. A standalone retirement trust (SRT) is a trust designed to be the beneficiary of your retirement accounts and when the SRT is an accumulation trust, the trust can protect the inherited retirement account from the beneficiary’s creditors and…
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SECURE 2.0 Act-Consider Additional Trusts
For most Americans, a retirement account is the largest asset they will own when they pass away. If you have not done so already, it may be beneficial to create a trust to handle your retirement accounts. Simple beneficiary designations naming an individual may not take into consideration your estate planning goals. A trust is…
Category: Standalone Retirement Trust
Eckert & Krautkramer, LLC
Protecting Assets, Preserving Dignity, Ensuring Peace of Mind
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