Is a Trusteed IRA a Good Strategy for You?
Leaving a legacy to your loved ones may be important to you, but when the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance in a way that you’d want them to?
There are options available for you to have varying levels of control over how your beneficiaries use your assets after you’ve passed. You may want to consider either a trusteed IRA or a trust, but how do you know which option is best for you?
For professional assistance with your estate planning needs, contact our office at 703-466-0477 to schedule a time for a visit.
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AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC