Tag Archives: beneficiary designation

ROTH IRA + IRA TRUST: Tax free growth/income and asset protection for your heirs

Estate Planning, Recent News, , ,

Most clients like the idea of tax-free growth, tax-free income, asset protection, and maintaining some level of control over assets after they are passed to future generations.  Maximizing Roth IRA growth during a client’s lifetime and leaving the Roth IRA to an “IRA Trust” (aka, “Legacy Trust,” “Retirement Account Trust,” etc.) at the client’s death … Continue reading ROTH IRA + IRA TRUST: Tax free growth/income and asset protection for your heirs

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“Self-Directed IRAs – Top Five Complexities for Estate Planning Attorneys”

Estate Planning, Recent News, Self Directed IRA, , , , ,

I am pleased to announce the publication of my latest article in the WSBA Real Property Probate and Trust Section newsletter. The full article can be found here: Self-directed IRAs – Top Five Complexities for Estate Planning Attorneys – by Warren L Baker – WSBA RPP&T Sec – April 2014. Although the article was directed toward … Continue reading “Self-Directed IRAs – Top Five Complexities for Estate Planning Attorneys”

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