For most of our clients these days, qualified retirement benefits form a significant part of their asset base. Accordingly, careful attention must be paid to properly incorporating those benefits into their estate plans.
Qualified retirement benefits include benefits in employer-sponsored Employee Retirement Income Security Act-qualified tax deferred plans, such as 401(k) plans, 403(b) plans, profit-sharing plans, money purchase plans and defined benefit plans. They also include IRAs, which can be composed of rollovers from these retirement plans or direct annual contributions.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
LexisNexis® and Bloomberg Law are third party online distributors of the broad collection of current and archived versions of ALM's legal news publications. LexisNexis® and Bloomberg Law customers are able to access and use ALM's content, including content from the National Law Journal, The American Lawyer, Legaltech News, The New York Law Journal, and Corporate Counsel, as well as other sources of legal information.
For questions call 1-877-256-2472 or contact us at [email protected]
