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Leaving a Legacy With a Self-Directed IRA

Ten thousand baby boomers turn age 65 every day. While not all of them will retire in the traditional sense, it’s fair to say that they are thinking about how to use their retirement savings in the near future and especially how to leave their hard-earned retirement savings to their heirs.

Legacy planning is the process of defining how wealth will be transferred from one generation to the next. This includes how the transfer of your retirement accounts to your beneficiary or beneficiaries will be handled, what options your beneficiaries have regarding the retirement account they have inherited and lastly how are distributions from these accounts going to be taxed. Balances in self-directed IRAs have historically been high, due in part to the sophisticated nature of self-directed investors and their choice of assets. This makes it even more important to be aware of the options available to you and your beneficiary and how to prepare accordingly.

In this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, we cover the many issues that an IRA account holder needs to plan for and resolve to ensure that assets get to the rightful beneficiaries.

Takeaways: 

  • Learn your options for naming beneficiaries to your IRA
  • Understand what you should communicate to your beneficiaries
  • Discover the common mistakes account holders make and learn how to avoid them

 

 

Date: May 15, 2019
Duration: 71 Minutes
Speaker: John Paul Ruiz, Director of Professional Development at The Entrust Group 

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming events: https://www.theentrustgroup.com/learning-center/events

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