Library

Active Management Estate Planning Fiduciary Financial Planning Fundraising Governance Investment Management Investment Themes Market Commentary Planning for Retirement Retirement Plans Tax Planning
All Audiences Endowments & Foundations Financial Advisors Individuals Institutions Plan Sponsors Taft-Hartley
Article Publication Video Webinar
Megan HenryX

Megan Henry

President of Exeter Trust Company

Financial Planning » Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Planning for Retirement

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away. It sounds simple, but anyone living with an …

Audience

Individuals

Tags

Estate Planning IRA Trusteed IRA individual retirement account Tax Planning family wealth management

Loading...