| The MassMutual Trust Company provides IRA account administration through the use of an IRA Trust. The IRA Trust may provide for greater estate planning options and flexibility over a traditional custodial IRA account.
Services for rollover and inherited IRA accounts include:
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Dedicated Trust Officer and Investment Officer |
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Standard IRA Trust agreement provided |
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Ability to administer attorney drafted IRA Trust agreements |
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Ability to administer customized attorney drafted IRA beneficiary designations |
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Ability to manage various IRA distribution options |
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Calculation of Required Minimum Distributions |
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IRA account distributions to client bank account |
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Tax reporting |
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Online account access through The MassMutual Trust Company’s secure password-protected Web site |
To learn more about IRA Trust services and how the experienced group of trust professionals can help you and your attorney during the trust planning process, contact one of The MassMutual Trust Company Trust and Estate Consultant today. |