Houston Estate Planning and Elder Law Attorney Blog
One big advantage of the trusteed IRAs: IRA owners can prevent their beneficiaries from spending down the accounts right away.
An IRA is a very powerful tool, if you use it right. Your IRA can essentially serve estate planning purposes beyond simple retirement funding in the form of a “trusteed IRA.”
A good place to start your education is a recent MarketWatch article titled “Trusteed IRAs Can Help Heirs Manage Inheritance.”