When it comes to planning for wealth transfers, it’s extremely important to review your beneficiaries periodically…especially if you have had children, divorced, or remarried since you first established your retirement account.
Before jumping into requesting a distribution from your current plan or IRA, make sure you understand your options and the tax consequences to ensure you’re making the right move for your retirement saving and tax objectives.
Mainstar Trust will be exhibiting at this year's AAPL Conference in Las Vegas.