• / 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. A Tricky Choice: Who Gets Your IRA ?

    IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.

  2. Inherited an IRA ? Don't Fall Into the Tax Trap

    IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.

  3. What Goes on Your Retirement Readiness Checklist?

    Those approaching retirement will want to update their personal balance sheet, optimize their spending budget and asset allocation, make a plan for Social Security, and more, says Baird's Tim Steffen.

  4. Roth Advantage May Be Bigger Than You Thought

    Even if your tax bracket doesn't change, using a Roth can mean 20% or more aftertax income in retirement versus a Traditional IRA , says T. Rowe Price senior financial planner Christine Fahlund.

Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.