How Can I Make the Best Possible Gift?

October 28th, 2014 / Susan Fou

When you create your estate plan, remember that assets are treated differently for tax purposes. Consider what happens with IRA and retirement plans, depending on the recipient.

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When considering your legacy, be mindful that IRAs and retirement plans can be the most highly taxed assets in an estate. Advisors in Princeton’s Office of Gift Planning can walk you through your options. Learn more or see sample bequest language