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2. How Long Will My 401(k) Rollover Take?

   www.aol.com/long-401-k-rollover-150846852.html

   Trustee-to-trustee transfer: A trustee-to-trustee transfer involves moving funds from your old 401(k) to your new IRA. Similar to a direct rollover, this transfer method is generally efficient ...

3. Revocable trust vs. irrevocable trust: key differences - AOL

   www.aol.com/finance/revocable-trust-vs...

   Grantor (the trust creator) can be a trustee: The grantor can act as a trustee during their lifetime, and is not forced to relinquish control of the assets placed in the trust. Cons. Does not ...

4. 60-day rollover rule: What retirement investors need to know

   www.aol.com/finance/60-day-rollover-rule...

   The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

5. Estate planning - Wikipedia

   en.wikipedia.org/wiki/Estate_planning

   Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift, estate, and generation-skipping transfer taxes.

6. Settlor - Wikipedia

   en.wikipedia.org/wiki/Settlor

   In trust law, a settlor is a person who settles (i.e. gives into trust) their property for the benefit of the beneficiary. In some legal systems, a settlor is also referred to as a trustor, or occasionally, a grantor or donor. [a] Where the trust is a testamentary trust, the settlor is usually referred to as the testator.

7. Nominee trust - Wikipedia

   en.wikipedia.org/wiki/Nominee_trust

   A nominee trust is a legal arrangement whereby a person, termed the settlor, appoints another person, termed the "nominee" or "trustee", to be the owner of the legal title to some property. [1] Although the legal title is transferred to the nominee, the beneficial ownership of the property is transferred to a third person, termed the beneficiary .

8. Rollover vs. Conversion: Which Retirement Move Is Best For Me?

   www.aol.com/consider-weighing-rollover-vs...

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9. Retirement vs. Estate Planning: Do You Really Know How They ...

   www.aol.com/finance/retirement-vs-estate...

   Because estate planning usually involves a trust, doing so lets your estate avoid probate court. Probate can take months to complete and inflict additional legal costs, eroding the wealth going to ...