Timothy Sumer

learn how an IRA Beneficiary trust can protect your assets and loved one's from unwanted tax burdens! At FRA Trust, we have the tools and professionals to help put your mind at ease! ----------------------------------------------------------------------------------------------------- SUBSCRIBE ~~~~ FREE ESTATE PLANNING CONSULTATION Claim Your FREE 15-minute Consultation to receive estate planning tips and asset protection. 👉 ~~~~ FINANCIAL PLANNING & RESOURCES Download two free chapters of my new book "A Significance First Retirement: Beating the Probability Theory" 👉 ~~~~ FOLLOW US: Instagram: Facebook: Twitter: LinkedIn: ~~~~ CONTACT US Phone: 800-279-9785 Email: info@fratrust.com ABOUT JOE ROOSEVANS: Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry arena. An acknowledged wealth expert, radio talk show host, author of multiple bestselling books, and so...

Orange County Estate Planning Attorney James F. Roberts answers FAQ and gives information on what is currently happening in estate planning. One of the reasons you may want to name a trust as beneficiary to your IRA rather than your children is that they may not be good with money management. Rather than having them blow through the money, you can name the trust as being in control of the IRA and it does have to distribute the required minimum distribution but the rest can be growing tax deferred and you can distribute to them in a way that it actually benefits the beneficiary and not let them go through the money too quickly. So if you have beneficiaries that are not good with money management you may want to consider an IRA beneficiary trust as a way to protect the assets for them and provide for them longer term. If you are concerned about beneficiaries needing a little help to protect their inheritance then contact us for an appointment.... ( read more ) LEARN MO...