If you’re worried about how your children or other loved ones will handle the Money in your IRA after you pass away, this video is for you. In this Cardinal Lesson, we explain how a “see-through” trust can give you more control over how and when your IRA is distributed, while still following IRS rules and avoiding unnecessary taxes. We walk through when these trusts make sense, common mistakes to avoid, and how they fit into your overall Estate and Retirement plan.
Questions? Email us at [email protected], call us at (919) 535-8261, or visit our website at https://cardinalguide.com/
Hans “John” Scheil is the author of The Complete Cardinal Guide and has over 40 years of experience specializing in helping individuals at or near retirement. John’s insurance career began at the age of 18, when he sold insurance while attending college full time. His years in the insurance industry included positions as a Branch Manager, National Sales Director, and Senior Vice President for several nationally recognized insurance companies. John holds a Bachelor of Science degree from Northern Illinois University (1980) and a Master of Science in Management from The American College (2007).
John resides in Cary, North Carolina, with his wife, Ronda, and dog, Ellie, and has two grown sons. He is involved locally with StepUp Ministries and the Alzheimer’s Association. John enjoys golf, traveling the world, and leadership.
