IRA- Primary Beneficiary
If a client wants list a Trust as the primary beneficiary and no contingent. Does the spouse need to sign off and notarized
If a client wants list a Trust as the primary beneficiary and no contingent. Does the spouse need to sign off and notarized
Permalink Submitted by Alan - IRA critic on Fri, 2022-04-01 20:57
Not unless they reside in a community or marital property state.