Jay C. Fox

Jay C. Fox's Legal Guides (1)

Suwanee, GA

Estate planning Lawyer at Suwanee, GA

Practice Areas: Estate Planning, Probate ... +3 more

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Retirement Benefit Trust: Nuts & Bolts

Mar 09, 2011

Who Should Establish a RBT? Generally, anyone with Retirement Assets (IRA, Roth IRA, SEP IRA, or any DC Plan titled under the name of an individual) of at least $200K. Why Establish a RBT? 1. Multipl...

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