Giving clients control with trusteed IRAs

Trusteed IRAs are a way to help clients ensure that in the event of death, their heirs will be able to maximize the benefits of what remains in the accounts, writes Julie Jason of Jackson, Grant Investment Advisers. "Advisers and financial institutions need to be alert to the fact that this is a potential offering that's of huge benefit to clients and they should push to make it available to their clients," she writes.

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