PEAK ADVANTAGE TRUSTEED IRA
Family structures are so varied these days, which makes it a challenge to stay in control of your estate planning. This is why Trusteed IRAs are gaining in popularity as a versatile estate planning solution. Trusteed IRAs combine the control, longevity and asset protection advantages of a trust, with the tax-deferral benefits of an IRA.
In a typical IRA, the beneficiary will take control of your assets upon your passing, and can withdraw whatever they want, whenever they want. With The Peak Advantage Trusteed IRA (PATI) you control how, when, and in what amounts your assets are distributed across multiple generations.
Simply put, PATI is designed to preserve the tax advantage of your retirement assets for as long as possible, while providing maximum control over how the assets are passed onto future generations. One of the advantages PATI offers over other trusteed IRAs is the assurance that assets can be professionally managed and invested by your trusted financial advisor. Few companies offer this type of flexibility in their estate planning solutions.
When properly structured and managed using PATI, your retirement assets may be able to provide a legacy that can have a lasting effect on your family