I want to talk to you today about a problem many of my clients are facing. They want to protect their assets, including retirement funds, in a trust like an irrevocable or convertible trust. Many Americans have much of their savings tied up in traditional Individual Retirement Accounts (IRAs) or 401ks painting an asset picture … Continue reading IRA to Trust Conversion Plan: Retirement in IRA? Want to protect in a trust? What to do?
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