For many Americans, their IRAs, 401ks, and other qualified accounts are their largest assets. These assets will be passed on to their heirs. The government gives a lot of special treatment to these types of accounts. In order for them to benefit your heirs in the same way that they have helped you, your heirs need to do all of the right things with them. You can make these choices for them. They involve a special type of trust. You can use a retirement trust to do this.

A Retirement trust is a special kind of trust that allows your heirs to take advantage of all of the benefits of your retirement account.  The money can continue to grow tax deferred and keep the benefits it is used properly. Your estate plan can set this up.

If you want my help, then schedule a planning session by clicking here.

 

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