When You Should Establish an IRA as a Trust

The Benefits of Setting Up a Trusteed IRA

Trusteed individual retirement accounts are not right for every circumstance, but they can provide additional control over assets.  For example, trusteed IRAs can help clients determine what happens to assets after the death of a beneficiary, which can be especially useful for clients who have been married multiple times.  Talk with your clients about trusteed and other types of IRAs.

To read the full article in FinancialPlanning, click: When You Should Establish an IRA as a Trust.