For many clients, retirement benefits are their largest asset. For others, they are important even if not determinative. For all, the rules governing retirement benefits are complicated. There's also a potential for tension between income tax planning and estate tax planning. So let's at least be sure to avoid these 10 common errors when planning for retirement benefits:1 STAYING OUT OF THE GAME Qualified plans and individual retirement accounts allow tax-free compounding of income and ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on WealthManagement.com, and Trusts & Estates plus iPad app.

Already registered? here.