Trusts & Estates
Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs)
by WealthCounsel Staff
Standalone Retirement Trusts are separate trusts established for the primary benefit of being named as the beneficiary
of a grantor’s retirement account when a client dies. With a traditional IRA, a retirement plan
administrator contacts designated beneficiaries who can decide to receive those funds now, later,
or some combination in between. Learn how to use them and why in this 2 page brief.
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