Retirement Planning
Learn how retirement planning integrates with estate planning to protect your financial future and preserve wealth for your family's legacy.
What retirement accounts should be included in estate planning?
Common retirement accounts to consider in estate planning include 401(k)s, traditional and Roth IRAs, pension plans, and annuities. These accounts allow you to name beneficiaries who can inherit the funds directly, bypassing probate. Understanding how different account types transfer to heirs can help you make informed decisions about beneficiary designations and potential tax implications for your loved ones.
