IRA Trust

An IRA Trust is a legal arrangement where your retirement account assets are placed into a trust, allowing you to specify how and when your beneficiaries receive the funds after your death. This structure offers added control over distributions, privacy, and potential protection from creditors or legal claims. It helps ensure your retirement savings are managed according to your wishes, often providing benefits such as avoiding probate and maintaining privacy. Setting up an IRA Trust requires careful planning with legal guidance to ensure it aligns with your estate goals and the rules of your IRA provider.