Midwest Trust can help you bring your retirement funds under the canopy of your estate plan to help you manage, protect, and control all your assets, including your individual retirement accounts (IRA).
Trusteed IRA intertwines the tax benefits of your IRA
with the control of a trust.
As your trustee, Midwest Trust works with your financial advisor to invest your assets, make IRS-required distributions during your lifetime, and manage and distribute your IRA assets to your heirs according to your wishes—even if you or your heirs are incapacitated.
Custodial IRA allows you to benefit from tax-deferred growth.