• / Free eNewsletters & Magazine
  • / My Account
Home>Advisors Weigh New Trusteed IRA Option

Advisors Weigh New Trusteed IRA Option

Financial Planning News

Tue, 30 Jul 2013

For any number of reasons, clients sometimes want to prevent their inheritors from draining their IRA accounts right after they die. LPL Financial is joining a handful of other firms in offering a turnkey product -- a so-called inherited "trusteed IRA" --

Related Videos

  1. IRA Tips for 2016

    Know what you're eligible for , take advantage of workarounds and recharacterization, and--above all--don't wait until the last minute, says retirement expert Ed Slott.

  2. IRA Contribution Tips and Traps

    Retirement expert Ed Slott discusses the key differences between Roth and Traditional IRA contributions, the pitfalls of backdoor Roth conversions, and the importance of spousal contributions and beneficiary forms.

©2017 Morningstar Advisor. All right reserved.