A Trusteed IRA is a single account that combines an IRA and a Trust. It allows you to control the distribution amounts from your IRA accounts. It also allows you to control the timing – for multiple generations to come.
A Trusteed IRA incorporates your IRA into a comprehensive estate plan: Not only are you protecting your assets, but you are protecting your beneficiaries, enabling them to successfully use the gift entrusted to them. What does this mean for your legacy? Your assets are professionally managed and invested on a fiduciary basis, ensuring your wishes and the trust's funds are its primary concern. This objective oversight allows your estate to skip the hassle of guardianship and probate proceedings.
Enjoy the benefits and flexibility of a Trusteed IRA:
Protect your assets and your beneficiaries: Explore the vast benefits of a Trusteed IRA. Call BECU Trust Services:(800) 233-2328 ext. 5176.
BECU Trust Services is a trade name used by MEMBERS® Trust Company under license from BECU. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. This is for informational purposes only and is not intended to provide legal or tax advice regarding your
situation. For legal or tax advice, please consult your attorney and/or accountant. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value.