Aligning Tax-Deferred Retirement Accounts with Estate Planning – June 2020

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During the past 30 years, the traditional pension plans that were historically important to the American workforce post-WWII have largely gone away and been replaced by the individual retirement account.  Today, a substantial portion of the wealth possessed by Americans consists of tax-deferred retirement accounts such as traditional IRAs, 401(k)s and 403(b)s, profit-sharing plans, stock bonus plans and Employee Stock Ownership Plans (ESOPs).

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