Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation of the individual would not.
Naming a Trust as Beneficiary of an IRA
Latest posts by Brandon McGee (see all)
- Beyond Baby Sleepless Nights: A New Mom’s Concerns - November 30, 2023
- The Consequences of Leaving Life Unplanned - November 29, 2023
- The Magic of Grantor Trusts - November 28, 2023