We are
pleased to announce that Warren Baker, tax attorney with Amicus Law Group PC
and Professional Alliance member, was recently published in the Puget Sound Business Journal. Baker discusses how
naming a “legacy trust” as beneficiary to a Roth IRA can potentially increase
the long-term growth and tax benefits of what normally is considered a standard
retirement vehicle. Friday, April 12, 2013
Roth IRA and Legacy Trust: A Match Made in Tax-Free Heaven
We are
pleased to announce that Warren Baker, tax attorney with Amicus Law Group PC
and Professional Alliance member, was recently published in the Puget Sound Business Journal. Baker discusses how
naming a “legacy trust” as beneficiary to a Roth IRA can potentially increase
the long-term growth and tax benefits of what normally is considered a standard
retirement vehicle. 
