Are you looking to have control over your IRA assets after they’ve been passed along to your beneficiaries? You’ve worked hard to build your nest egg, and you want to ensure that your assets are utilized in the best way possible—but how?
A see-through trust is a trust that is treated as the beneficiary of your IRA and can provide you with a higher level of control over your assets.
However, there are certain requirements that must be met in order for a trust to qualify as “see-through.” If it doesn’t, the IRA will be treated as if there was no designated beneficiary, and the payout will be based on the rules that apply in that situation.
For professional assistance with your IRA beneficiary planning, contact our office at 703-466-0477.
Securities offered through Triad Advisors, LLC, Member FINRA/SIPC
Advisory Services offered through AMJ Financial Wealth Management LLC
AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC