IRAs in Trusts

Published: Wed, 08/01/18

I keep being asked whether you should put your IRA in your trust or make a trust the beneficiary of your IRA. The short answer is neither. To understand why, please check out my YouTube video.

Lee Phillips, JD

US Supreme Court Counselor

P.S.Attendees learned so much in our June Boot Camp. When asked to describe their experience, their replies were overwhelming:

Good time. Love Learning!
Very informative, attending the event opened my eyes or reminded me of all the things we really need to focus on as part of setting up and growing our business.
Amazing experience - extremely educational & informative and very easy to follow!
Enjoyed learning new, valuable info, and reviewing/further explaining material that I already heard before.

Make sure you get a spot in our next Boot Camp on October 29-30, 2018. You won't regret it.