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Free Newsletters
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Retirement Benefits Planning - What Not to Do
Registered Rep 
Sept. 17, 2008
Excerpt: The following is an excerpt from 'Ten Common Errors,' part of a special report on retirement benefits that ran in the September issue of Trusts & Estates, a sister publication to Registered Rep. 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[.]
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