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IRA Trusts Are Growth Area for Advisors
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.
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