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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