No Income in Respect to Decedent (IRD) Issues

The term "Income in Respect to Decedent" (IRD) refers to the taxation of qualified plans that occurs at death, whether estate and income taxes are simultaneously assessed against the remaining qualified plan assets.

As a non-qualified plan, the RetireZ Plan does not trigger any additional income taxes upon death of the retiree.

Estate taxes may be avoided by optional planning at the time that the RetireZ Plan is implemented.

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