bobrichards
IRA Distribution Marketing and Training for Financial Advisors
As a financial advisor, the issue is commonly, "where do I find the right clients?" If you want to specialize in handling investor's retirement funds, and particularly their IRA distributions and qualified plan distributions,...
IRA Distribution Technical
IRA trust
There are good reasons to leave your IRA in trust:
To keep a beneficiary from blowing all the money on a fancy car or worse
To keep the assets away from the spouse of a...