Do You Have All the Tools to Deal with Your Client’s IRA Custodian?

There are many different kinds of providers for a client’s individual retirement account, or IRA. Wealth planning attorneys frequently work with a client’s IRA provider to accomplish the client’s goals for the IRA. Hear the ins and outs of issues that may arise with client’s IRA custodian from ACTEC Fellow Svetlana Beckman.

FROM PROVIDER - The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.