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Fin Planning Apr 2015 - "Benefits of Converting to a Trusteed IRA"

Fin Planning Apr 2015 - "Benefits of Converting to a Trusteed IRA"

Fin Planning Apr 2015 - "Benefits of Converting to a Trusteed IRA"

Excerpt


Benefits of Converting to a Trusteed IRA


 


In the United States, approximately $7.3 trillion in assets are held in IRAs. Much of that money will not be spent during the lifetime of the account owners, but instead be passed on to their heirs.


Unfortunately, beneficiaries have a way of squandering money when it comes to them in a large windfall. 


        



 


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