Estate & Business Law Group, P.C.

News

 Why is this important?

·        It is the biggest change in IRA planning in 30 years, and the change is in your favor! 

·        The IRA Preservation Trust offers more benefits for IRA planning than a revocable living trust.

·        It is patterned after IRA-approved guidelines.

·        It allows you to retain full control over your IRA throughout your lifetime.

·        It lets you keep your IRA intact, permitting tax deferral throughout the lifetime of your beneficiary spouse, children, and grandchildren for 30, 50, even 80 years or more (potentially resulting in millions of dollars of growth--the “Stretch-out IRA”).

·        It provides protection from predators for surviving spouse, and for disabled, underage, or otherwise vulnerable beneficiaries, and

·        It protects beneficiaries against law suits, creditors, divorce, spendthrifts, and other financial mismanagement.

... more ...