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Trusteed IRAs -by John Jastremski
via johnjastremski

The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax rules are generally the same for all IRAs. But the structure of the IRA agreement can have a significant impact...

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| Financial Planning Blog Information provided by The Retirement Group

Financial Planning Blog Information provided by The Retirement Group
Recapitalization: Estate Freeze Techniques | John Jastremski The Retirement Group Blogspot 800-900-5867

John Jastremski Presents: Recapitalization: Estate Freeze Techniques Definition In a classic corporate recapitalization, the owner of a closely held corporation recapitalizes the corporation by crea...

Retained Income Trusts |

John Jastremski Presents: Retained Income Trusts Introduction A retained income trust is a type of irrevocable trust, whereby an individual (called the grantor) transfers assets to a trust and then ...