answersLogoWhite

0

Not advisable.

This can be tricky process to establish and in order to ensure the proper structuring and compliance I would advise having a retirement attorney and a asset protection attorney take a look at whether this is a good avenue for you.

User Avatar

Wiki User

15y ago

Still curious? Ask our experts.

Chat with our AI personalities

BeauBeau
You're doing better than you think!
Chat with Beau
MaxineMaxine
I respect you enough to keep it real.
Chat with Maxine
FranFran
I've made my fair share of mistakes, and if I can help you avoid a few, I'd sure like to try.
Chat with Fran

Add your answer:

Earn +20 pts
Q: Can you do a pension transfer trust plan on your own?
Write your answer...
Submit
Still have questions?
magnify glass
imp