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When estate planning involves retirement accounts, most advisors recommend naming beneficiaries directly to avoid probate delays and preserve tax advantages. Surviving spouses typically receive the most favorable treatment under the tax code, with the ability to roll over inherited retirement assets into their own accounts and defer distributions based on their own life expectancy. However,… Continue reading Probate Estate Can Serve as a Condit for Retirement Assets
The post Probate Estate Can Serve as a Condit for Retirement Assets appeared first on Houston Tax Attorneys | Mitchell Tax Law.