Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
401(k) savings are taxed as ordinary income when funds are withdrawn.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.