Trusteed IRA SmartIRA

Trusteed IRA – A quiet and powerful Client solution

A Trusteed IRA is a simple and powerful financial planning tool.  To know the power of the Trusteed IRA it’s important to describe the IRA industry for all of us.  The IRA market has grown substantially over recent years as the baby boomer generation prepares for retirement. With nearly 40.4% of all American households investing in at least one IRA, total IRA assets topped $8.5 trillion in the third quarter of 2017.[1] This amount represents more than a 30% of the total $27.2 trillion retirement market in the United States and has grown at an average rate of 7.4% percent annually since 1990.[2].   The IRS has accepted our Trusteed IRA solution which is called the SmartIRA™.

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Trusteed IRA SOCTUS Answers re: Clark v Rameker

The Trusteed IRA rules and applications have not been clear. In June 2014 Scotus, fancy way of saying, US Supreme Court, provided a decision on the case Clark v. Rameker.  Financial advisors, estate attorneys and IRA owners have not known how to use this easy estate planning tool.  Prior to Clark v. Rameker many unanswered questions hung frustratingly about. Nobody had considered a simple approach like an advisor friendly trustee IRA which we call the SmartIRA.  The US Supreme Court via it’s decision around Clark v. Rameker now lays out the process for all advisors and clients.  The Trusteed IRA can be a natural and easy solution. (more…)

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