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A good retirement plan includes planning for how your assets will be distributed upon your death or if you become incapacitated. We all want to know that the assets we leave behind are being used the way we intended or if we become incapacitated that our assets will be there to take care of us. Unfortunately, a traditional IRA often does not protect us or our heirs the way we want them to particularly if you are:
In these circumstances, we will often recommend a client consider a Trusteed IRA as it is a vehicle that allows you to have control over how your assets are passed onto your heirs. With a Trusteed IRA, the investor enjoys the benefits of tax-deferred asset accumulation that an IRA offers along with these other benefits:
This brief, 1 minute video is a quick overview of the Trusteed IRA.
We would be happy to meet with you to determine if the turnkey solution of a Trusteed IRA is right for your personal situation. Send us an email or contact the office to set up an appointment.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.