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Benefits of the IRA Trust aka “Retirement Trust”

Russo Law Group, P.C. is pleased to share this article on behalf of guest author Michael Gilfix. 

Benefits of the IRA Trust aka “Retirement Trust”The IRA Trust is the preferred method to give the beneficiaries of your retirement account protections that are otherwise not available to them.

Why use the IRA trust? Rather than simply naming beneficiaries for your IRA accounts, we strongly recommend that we instead prepare one or more IRA trusts to protect your beneficiaries, who are perhaps your children and grandchildren.  There are four good reasons why this makes sense.

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The Trump Policy Analysis Group (TPAG) – Focusing on Older Americans and those with Special Needs

The Trump Policy Analysis Group (TPAG) [1]  has convened to consider probable changes in law that will affect older Americans and those with special needs. Initial TPAG focus is on entitlements, public benefits, tax, special needs planning, and veterans’ benefits. We…

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