Adler Pollack & Sheehan: Dynasty Trusts, Pension Plan Payouts & Stretch IRAs

Adler Pollack & Sheehan have released their April/May 2017 update, which discusses the following items:

  • Protect multiple generations with a dynasty trust
  • What’s the best option for a pension plan payout?
  • The flexibility of stretch IRAs: Learn how your IRA can bene t your spouse and other beneficiaries

Download full report by clicking here.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.