In Del Mar, there are many businesses which offer retirement plans for employees. Some of these retirement plans may be included in a revocable living trust and others are not. Our law firm of Law Office of Scott C. Soady, A Professional Corporation, LLP practices in estate planning and family law. We would be pleased to offer you a complimentary consulation on which plans should [or should not] be included in your estate plan. Please e mail or call our office for a free in-house consultation.
The Internal Revenue Service has information that is designed to help small businesses establish and maintain retirement plans for employees. Sections on setting up contributions, investments, and distributions have information not only from the IRS, but also from the Securities and Exchange Commission, the Federal Deposit Insurance Corporation, and the Social Security Administration.
* Rules for traditional and Roth IRAs, as well as other retirement plans;
* Investing your IRA;
* Publications and forms;
* Retirement calculator;
* Video clips on retirement planning;
* Frequently asked questions;
* Research material on IRAs; and
* Links to more retirement information on government websites.