Trusteed IRA

Trusteed IRA Submitted by Southwest Investment Advisors on May 17th, 2019 Trusteed IRA   Overview A Trusteed IRA, also known as an individual retirement trust (IRT), is a trust account that provides preservation and control of a client’s IRA assets. It allows clients to combine their estate planning and retirement goals within a single framework. […]

May 2019

May 2019 Summer is upon us and we hope you have fun plans! We had a great time at the Spring Picnic and were very happy with the turnout.  The US economy remains strong as unemployment numbers keep improving. There has been a lot of noise over the trade wars between the US and China. […]

Estate Planning

Estate Planning Submitted by Southwest Investment Advisors on May 1st, 2019  When one spouse defers on family finances, it’s easy to get caught off-guard by a death or illness. Here’s how to get up to speed.    MARRIED COUPLES SHOULD:   *Hire an estate attorney to draft or update wills and other estate-planning documents.    […]