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The trusteed IRA: One tested method to maintain assets under management through the generations

A probate attorney, a trust exec and a Harvard B-school student float a solution to persuade family members to stay the course

Author Guest Columnists Charles Sharpe, Christopher Holtby, Nicole Cassidy January 10, 2014 at 6:30 AM
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Christopher Holtby: In essence, the client is creating a pension plan for future beneficiaries and advisors retain their advisory role for years to come.

Charles Sharpe


Christopher Holtby


Nicole Cassidy



June 26, 2014 — 12:42 AM

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Paul Davidson

Paul Davidson

December 20, 2014 — 5:37 PM

Great article. Thanks for the info, you made it easy to understand. BTW, if anyone needs to fill out a <a href="http://www.pdffiller.com/6954783-f1099r--2013pdf-Form-1099-R---Internal-Revenue-Service-User-Forms" rel="nofollow">form 1099-R</a>, I found a blank form in this site PDFfiller. This site also has some tutorials how to fill it out and a few related tax forms that you might find useful.



July 16, 2019 — 8:22 AM
What you espouse in this article is unethical. Establishing a trusted IRA in order to maintain management of the assets is in NO WAY a reason to do so. Almost all of the “benefits” you mention could accomplished without the trust as a beneficiary. While there are LIMITED reasons why a trusted IRA is appropriate, you should be ashamed for advocating for them, largely for institutions to generate continued fees.

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Wealth Advisors Trust
Trust Company
Top Executive: Christopher Holtby

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