How To Give an IRA To Children Without Giving Up Control
“It’ s timely with this big generation of baby boomers who have all this wealth that they need to plan for,” said Dana Vosburgh, director of family wealth management at Manning& Napier, which recently started offering trusteed I.R.A.s in conjunction with Exeter Trust Company. Duane Squires, who owned a mason subcontracting business outside of Buffalo, saved…
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