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IRA Trusts Are Growth Area for Advisors

Saturday, Jan 05 2019
Practice Management
Written by  PFA News

Helping to implement IRA Trusts and monitoring the programs can be an attractive market for financial planners who currently compete against no-cost or low-cost advisory platforms, writes Ed Slott, a popular authority on retirement topics. So reports Financial Planning.

Many individuals fail to implement trusts proposed by their attornies and, if they do take follow up actions, the programs need to be managed, especially when considering that IRAs are not set-and-forget programs.

Read the full article from Financial Planning.

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