2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Why You Should Name a Retirement Trust as Beneficiary (For IRAs, 401(k)s and Other Tax-Deferred Retirement Accounts)

IRAs, 401(k)s and other tax-deferred retirement accounts allow your savings to grow tax-free until you retire. The year after you become age 70 ½, you must begin taking required minimum distributions from your retirement accounts, and you will pay ordinary income taxes on all distributions. The rest of the money that stays in your account continues to grow tax-free until…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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