Qualified Plan Trusts – How to Create a Lasting Legacy

For most people, retirement plan funds account for a significant portion of our wealth. After all, Congress incentivizes us to put money away now to be used in later years. This is evidenced by the IRS allowing us take deductions for certain retirement plan contributions thereby lowering our annual incomes and allowing for the tax-deferred growth of those contributions. As a result, many people turn to retirement plans to put money away for their golden years. Continue reading Qualified Plan Trusts – How to Create a Lasting Legacy