Posts Tagged: Tax

Published:
No Comments

Retirement Benefit Plans: A Case Study of Four Beneficiaries

With regard to charitable giving, not all assets are equal. For tax reasons, some assets may be better to pass on to heirs, while others may be better to give to your favorite causes. Consider the potential tax treatment of retirement benefit plans such as IRAs, 401(k)s, etc. A simple story illustrates why, for example,… Read more »