Is a Trusteed IRA a Good Strategy for You?

When the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance in the way 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. For example, you may want to consider either a trusteed IRA or a trust, but how do you know which option is best for you?

To learn more, click here to download “Is a Trusteed IRA a Good Strategy for You?”

For professional assistance with your estate planning needs, contact our office at 516-294-5287 to schedule a time for a visit.