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Retirement Account Trusts

A Retirement Account Trust or IRA Trust is a special type of trust designed for the sole purpose of holding your retirement accounts for the benefit of your loved ones after your death. You can establish different sub-trusts within the retirement account trust for the benefit of your beneficiaries, including your spouse if you are married.

Who needs an IRA Trust?
Individuals with $250k or more in retirement assets should prepare a trust for their Retirement Accounts. Retirement assets are more vulnerable to loss than regular assets. They are subject to strict tax laws with substantial penalties for noncompliance. Retirement Account Trusts provide asset protection, maximum growth, minimum taxes, and IRS penalty avoidance.

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