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
- An Overview of IRA Rules for Beneficiaries - December 21, 2020
- Will My Estate Be Taxed? - December 14, 2020
- Five Estate Planning Moves to Make Before Year-End - December 13, 2020