Trust for minor IRA beneficiary
do you know of any brokerage firm that has paperwork that establishes a trust via their paperwork to facilitate an ira set up to name some minors as the beneficiaries via the trust… or does a separate trust always need to be established and then on the form to set up the ira one would reference that document.
Permalink Submitted by John Peterson on Fri, 2014-09-12 21:38
Merrill Lynch Trust Company is promoting trusteed IRAs