§1Platform Foundations
An online estate planning service platform providing powerful and unique auto-processing applications at fingertip control of the client through secure 24/7 login access has arrived. The SuperCharged IRA leverages this infrastructure to coordinate trust-controlled inherited retirement accounts under the constraints of modern tax law.
§2Control After Death
Without trust planning, an inherited IRA is exposed to the beneficiary's creditors, divorces, and spending behaviors the moment it transfers. A properly drafted retirement trust preserves the deferral envelope to the maximum extent the SECURE Act permits while interposing fiduciary control between the asset and its beneficiary.
The material above is provided for informational and educational purposes only and does not constitute legal, tax, or investment advice. Engagements with RM Legacy Group are conducted under confidential terms in coordination with the family's counsel and fiduciaries.