UPAL is fully prepared to accommodate the needs of clients who hold IRA accounts within living or testamentary trusts.  When Trusts are involved, special care must be taken to make sure accounts are established correctly and that beneficiary designations are in keeping with the directions of the Trust. The same flexibility that UPAL provides for IRA accounts is present with all investments held within Trust accounts. UPAL is always ready to answer your questions and provide the forms necessary to open an account. For more information, contact us at or 918-747-5585.

Notice and Clarification of Investment Risks

DOL Fiduciary Rule Disclosure