Retirement Benefit Planning

The rules applying to qualified retirement plans and IRAs are very complex and most  tax rules encourage retirement plan participants to name a spouse or other individual as an outright beneficiary. However, it is becoming more popular to name a trust as the beneficiary of a retirement plan in order to

•    Provide for a surviving spouse and for children from a previous marriage
•    Provide for professional investment management of retirement assets
•    Protect retirement assets from the spendthrift habits of certain beneficiaries
•    Protect retirement assets from claims of the beneficiaries’ creditors

Daubert Law Offices LLC will simplify the complexities of retirement benefits to create a plan that best suits the needs of you and your family.