Three Gift Ideas—ROTH Style

Gift Ideas—ROTH Style

Idea One—Money One of the questions that frequently comes up when I speak with clients is that they want to be able to gift money to their heirs, but they do not want their offspring to waste the money. There are a number of ways to accomplish this. If you are considering gifting a significant […]

What is a Stretch IRA Trust?

Stretch IRA

Trusts in General A trust is a legal relationship that exists when one person or an entity (the Trustee) holds title to money or property for the benefit of one or more people (the Beneficiaries). The terms of the relationship are decided by the person providing money to the trust (the Grantor), and are usually […]