RLT vs. IRA Trust
We recently recommended to a client to have an IRA Trust be the beneficiary to his 1.5 million dollar IRA. His attorney said that they will just name the existing RLT as the beneficiary. He ( our client ) is very concerned about his 35 year old daughter receiving said benefits without direction. Any thoughts? Thanks
Permalink Submitted by Bruce Steiner on Sun, 2015-05-10 01:07