How to Leave Your Roth IRA to Kids & Grandkids

May 5, 2010 1:16 pm admin Asset Protection, Estate Planning, Retirement Planning

In a recent article (click here), the Wall Street Journal tells how to leave your Roth IRA to kids and grandkids.  Featured in the article is what we call a “retirement benefits trust,” which offers asset protection and other benefits provided by traditional trusts.

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