Tip of the Day!

The balance remaining in your retirement plan after your death is subject not only to federal estate tax, but also to income tax — and, if you name a grandchild as beneficiary, to the generation-skipping tax. The result can be that only 20 to 25 cents on the dollar may be left for your family.

Why give so much of your hard-earned retirement assets to the government when you can give them to Seton Keough instead?

Direct the balance of your plan to Seton Keough, and use other assets — not subject to all the taxes applied to retirement assets — to make gifts to your family.

Recent IRS regulations make it easier to make Seton Keough a beneficiary.

Read more..., Email us, or contact us at (410) 646-4444.