|
Jack E. Stephens is the author of the book,
“Avoiding Tax Traps in Your IRA” which was endorsed
by Kiplinger's Retirement Reports.
In his book,
Mr. Stephens discusses the characteristics and advantages
of the IRA Designated Beneficiary Trust (DBT). This Trust,
designed specifically for IRAs and other retirement funds,
is designed to stretch IRA funds over generations with asset
protection for the beneficiaries. The Trust, as the IRA
beneficiary, protects the funds from creditors, lawsuits,
divorce proceedings and other claimants of individual children
or IRA beneficiaries.
Schedule an
appointment today to obtain detailed information on how
this creative Trust can protect your IRA or retirement funds
and stretch them into the future.
|
