Retirement Trust
A retirement trust is a strategy where you name your trust as the beneficiary of your retirement accounts. This offers the best of both worlds. The tax benefits of a retirement account and the protection of a trust.
A retirement trust is a good idea for investors who have sizeable retirement account balances and want to control the distribution of those funds through a trust. These accounts also offer numerous protections for average investors that can ensure that your estate doesn’t lose your lifelong savings to a lawsuit, bankruptcy, divorce or spendthrift beneficiary.
A retirement trust is a strategy where you name your trust as the beneficiary of your retirement accounts. This offers the best of both worlds. The tax benefits of a retirement account and the protection of a trust.
A retirement trust is a good idea for investors who have sizeable retirement account balances and want to control the distribution of those funds through a trust. These accounts also offer numerous protections for average investors that can ensure that your estate doesn’t lose your lifelong savings to a lawsuit, bankruptcy, divorce or spendthrift beneficiary.
A retirement trust is a strategy where you name your trust as the beneficiary of your retirement accounts. This offers the best of both worlds. The tax benefits of a retirement account and the protection of a trust.
A retirement trust is a good idea for investors who have sizeable retirement account balances and want to control the distribution of those funds through a trust. These accounts also offer numerous protections for average investors that can ensure that your estate doesn’t lose your lifelong savings to a lawsuit, bankruptcy, divorce or spendthrift beneficiary.