Daily Archives: March 9, 2021

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Standalone Retirement Trust: What Is It? Do I Need One?

Estate Planning, FAQ, TaxesMarch 9, 2021

Standalone retirement trust: An easy solution to a potentially difficult problem. In this blog, we’ll help you better understand what an SRT can do for you! Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into a personal retirement account and to stretch…

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