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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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Have you considered the special tax treatment on company stock held in a 401(k) plan?