When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Have you considered the special tax treatment on company stock held in a 401(k) plan?