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2. Retirement vs. Estate Planning: Do You Really Know How They ...

   www.aol.com/retirement-vs-estate-planning-really...

   The two strategies complement each other because retirement planning uses tax-advantaged accounts and beneficiary designations, aligning with estate planning goals to ensure tax efficiency and ...

3. Estate planning - Wikipedia

   en.wikipedia.org/wiki/Estate_planning

   Generally, beneficiary designations are made for life insurance policies, employee benefits, (including retirement plans and group life insurance) and Individual Retirement Accounts. Identity: A specific, identifiable individual or business must be designated as beneficiary for life insurance policies. Businesses may not be the beneficiary of a ...

4. Personal finance - Wikipedia

   en.wikipedia.org/wiki/Personal_finance

   Methods for retirement plans include taking advantage of government-allowed structures to manage tax liability, including individual structures or employer-sponsored retirement plans. Estate planning involves planning to disposition one's assets after death. Typically, a tax is due to the state or federal government when one dies.

5. Custodial account - Wikipedia

   en.wikipedia.org/wiki/Custodial_Account

   For example, in the context of the Individual Retirement Account (IRA), a brokerage firm distinguishes its custodial account IRAs from trust IRAs when seeking IRS tax approval for an IRA plan which is part of a brokerage account agreement. The treatment of a brokerage account based IRA as a trust for tax purposes is largely a legal fiction.

6. Types of retirement plans and which to consider - AOL

   www.aol.com/finance/types-retirement-plans...

   The Federal Employees Retirement System, or FERS, consists of three government-sponsored retirement plans: Social Security, the Basic Benefit Plan, and the Thrift Savings Plan.

7. IRA expert: Why traditional retirement accounts have become ...

   www.aol.com/finance/ira-expert-why-traditional...

   The account owner would pay taxes on the distribution from the traditional IRA, but once in the Roth IRA, the money would grow tax-free, distributions would be tax-free, and there would be no ...