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Using a Trusteed IRA to Help Preserve, Protect and Control Your IRA Assets

 

 

With IRAs representing such a significant portion of most individual's wealth, ensuring that IRA assets are managed responsibly and distributed as intended can be a significant concern. Natalie Choate, a nationally-recognized speaker on estate planning and retirement assets, discusses how Trusteed IRAs differ from traditional custodial IRAs and how they can be beneficial now, in the event of incapacity and after you are gone.

 

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