Hunt & Associates P.C.

Jun 12, 2017

Retirement Plans and Estate Planning

RetirementRetirement plans (i.e., pension plans, 401(k) plans, employer established IRA plans, etc.)  account for the majority of assets held by most Americans.  Plans which meet certain legal requirements set forth under the federal ERISA law enjoy favorable tax treatment in order to promote growth and provide a comfortable retirement for the account holder.  For example, the account holder is permitted to defer taking any distributions from his/her retirement account until the calendar year in which … Read more