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FPC #10: Retirement Trusts & IRA Protection



For many families, a large portion of the estate rests in a retirement plan which, on its own and without further planning, is essentially a separate estate plan with assets left completely unprotected. How do you protect and preserve the inheritance of retirement assets?

  • What is a Qualified Retirement Plan (QRP)?
  • What are the features of a QRP during life?
  • What happens to a QRP after death?
  • What is a Rollover IRA?
  • What is an Inherited IRA?
  • How does an Inherited IRA differ from a QRP?
  • What types of QRP might not convert to an Inherited IRA?
  • What is “stretchout”? is it automatic?
  • Might your beneficiary spend all the money without realizing it is taxable, then face a disastrous tax liability?
  • Is there a WAY to avoid loss of an Inherited IRA? (888-WAY-WILL)

This is one of the focus topics we present on a revolving basis at our weekly “guntrust Challenge” competitions — part shooting match, part quiz show.

So come visit our Family Protection Clinic and gain expertise on estate planning and self-defense!

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