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Retirement Plans

If retirement plan accounts (e.g., 401k, IRA) are left at your death to anyone other than a surviving U.S. citizen spouse, such accounts are subject to both income and estate taxes (if left to a surviving U.S. citizen spouse then only income taxes are payable). You can also leave your accounts to a nonprofit organization, free of income and estate taxes. Ask your financial advisor or accountant for more information.

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