IRA Preservation Trust

Many of my clients have similar concerns and questions when it comes to IRAs and how to make the most of them. With that in mind, I’ve created a new resource that covers a wealth of information including:

  • Why is an inherited IRA not protected from creditors without a Trust?
  • Why does paying more taxes sometimes make more sense in the long-term for an IRA beneficiary?
  • What are the typical compliance hurdles for an IRA with a Trust as a beneficiary?
  • What are the typical administration pitfalls for a Trust that is the beneficiary of an IRA?
  • What are the pros and cons of having a standalone IRA Protection Trust?
  • What type of person would benefit from a standalone IRA Protection Trust?
  • What other planning options are available?

Please check the Resources Page for a PDF outline of this new presentation. Check back shortly for a link to my video presentation, as well.

Feel free to contact our office or post in the comments section if you have any questions I can help answer.