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Monthly Archives: May 2019

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 […]

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May 2019

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May 2019 Submitted by Southwest Investment Advisors on May 16th, 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 […]

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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 […]

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