A pension trust is an employee retirement trust that is funded by the employee and employer and managed by a trustee to provide financial security for employees after they retire. The trustee of a pension trust is responsible for investing the funds, collecting earnings and interest, and distributing benefits to eligible employees. The […]
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Mark and Leslie have been married for 40 years. They each have retirement accounts they have contributed to faithfully throughout their adult lives. Mark and Leslie have three adult children, and Mark has a child from a previous marriage. Mark has recently passed. What will happen to his retirement account? How can Leslie ensure her […]
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You have spent a lifetime building your retirement accounts. The asset protection they provide from creditors and a financial safety net for the future are benefits that lead all savvy investors to maximize their contributions each year. Do these same benefits carry-over when you pass your retirement account on to your spouse, child, or other […]
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Standalone Retirement Trusts (SRTs) are an option to protect your individual retirement accounts that you may not have considered. One of the major benefits of an IRA, 401k, or other retirement account is, with some exceptions beyond the scope of this article, the money is safely tucked away from most creditors. It is why many […]
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