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UMB Individual Retirement Trust

At UMB Private Wealth Management we understand the importance of legacy and retirement planning—not just for today, but for the protection of family and loved ones in the years ahead. That’s why we offer the UMB Individual Retirement Trust, a unique estate planning option that incorporates the benefits of an individual retirement account (IRA) with the control and security of a trust.

  • Simplicity – Unique estate planning tool that combines the tax advantages of an IRA with the management and monitoring of a trust, all in one agreement
  • Control – IRA asset control during your lifetime, and fine-tuned management into the future with beneficiary designation options that provide control over beneficiary asset access and the ultimate distribution of the IRA
  • Ease – Freedom from the complicated IRS requirements involved in naming a trust as your IRA beneficiary
  • Efficiency – Avoid the costs of a custom-drafted standalone trust

With UMB’s Individual Retirement Trust, you can gain the long-term control indicative of a trust while still benefiting from the simplicity and savings advantages of an individual retirement account.

Contact us today at 800.545.6101 or email us to learn more about the types of IRAs and trusts and how they can protect you and your family.

Not FDIC Insured • No Bank Guarantee • May Lose Value


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UMB Private Wealth Management

At UMB Private Wealth Management, we know that understanding your personal story is the key to helping you write your next chapter.

Learn more about UMB Private Wealth Management