Estate Planning with Retirement Assets

With IRA and defined contribution plan assets reaching a record $14.0 trillion*, integrating estate, retirement and tax planning has become more important than ever. Finding and implementing the most effective strategies for these tax advantaged assets can be a challenge. Merrill Lynch working together with U.S. Trust can help.

Come to our seminar entitled Estate Planning with Retirement Assets: How Trusteed IRAs from U.S. Trust Can Help to See:

• Why naming a trust as the beneficiary of an IRA may not be the most effective wealth transfer planning technique.
• How a Trusteed IRA from U.S. Trust can help you preserve the tax advantages of retirement assets for as long as possible.
• How a Trusteed IRA can help you simplify planning and administration for you.

* Investment Company Institute estimate as of September 30, 2014.

Merrill Lynch, U.S. Trust and their affiliates do not provide legal, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.