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United Legacy IRA

You maintain control of your IRA assets during your lifetime. Upon death, United Bank & Trust, as the trustee of your IRA, will ensure that your distribution elections are carried out in the manner selected by you while providing professional management of the IRA assets.

The United Legacy IRA combines the substantive terms of a trust and the tax deferral of an IRA, and provides the following advantages:

 

  • Controls distributions after your death
  • Compels long-term tax deferral
  • Helps assure proper distribution to your own choice of ultimate beneficiaries
  • Provides professional management of monies for generations to come
  • Coordinates IRA distribution planning with your current estate plan
  • Increases protection for young or vulnerable IRA beneficiaries


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