I continue to hear a number of financial planners, accountants and even attorneys say, “Don’t name a trust as the beneficiary of an IRA. ” The rationale is that naming individuals as the IRA beneficiary is preferable because the individual can take the IRA distributions over the course of the beneficiaries lifetime; whereas, a trust… Continue reading Trust as the IRA Beneficiary
Category: Retirement Accounts
Recent cases, rulings, and guidance for IRAs, self-directed IRAs, retirement accounts, and employee benefits.