IRA Retirement Trusts

SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans

While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to amend their estate planning documents and retirement planning generally.

On the upside, the Act permits individuals to defer required minimum… Continue reading

Niche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including discussion of retirement trusts, special needs trusts and gun trusts (a/k/a NFA trusts). (Recorded on 10/19/16)

Niche Estate Planning, IRA Trusts, Special Needs Trusts, pt. 2/5

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 2 of 5. This video focuses on niche-based strategies, including discussion of IRA and retirement trusts and special needs trusts. (Recorded on 10/19/16)

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