Legacy and Estate Planning for Your IRA 

Is your IRA properly set up to benefit your loved ones when you’re gone?
John Bowens, Equity Trust’s National Education Specialist, explains some of the options for legacy or estate planning for your retirement account, including:
- The SECURE ACT and its impacts on legacy planning
- How IRAs can avoid Probate
- What to know about the Estate Tax Exemption
- Things to consider when naming a trust, spouse, or children as beneficiaries
To get started with a self-directed IRA, Roth IRA, Solo 401(k), or other tax-advantaged account, visit info.trustetc.com/get-started
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.