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Should You Leave Your Retirement Accounts in a Trust?

Should You Leave Your Retirement Accounts in a Trust?

by Robert Dietz, Jennifer Couturier-Ostberg
Retirement plan assets are becoming an ever-increasing portion of household wealth—nearly 28% of total US net worth is held in IRAs or other retirement vehicles.* These assets—reaching over $27 trillion at the end of 2018*—are complicating basic estate planning as individuals struggle with how best to structure them to minimize taxes for beneficiaries. At the heart of the discussion is deciding if they should be left in a trust or to individual beneficiaries.

Wealth Planning


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Don’t Fear Illiquidity (Embrace It!)

Don’t Fear Illiquidity (Embrace It!)

by Alexander Chaloff
Illiquid alternatives are investments that are not easily traded or exchanged and where investors do not have access to their capital for years. In fact, some alternatives hold investors’ capital for as long as a decade. That’s one of the reasons some investors shy away from them. The long lock-up worries investors, especially when the markets turn down. But is that fear justified? In a word: No. Illiquidity should not be feared—for three reasons.

Alternatives, Asset Allocation


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