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 →