Trust named as Primary Beneficiary on IRA, should you name a contingent beneficary
If you make your living trust the primary beneficiary of your individual retirement account, is there any need or situation where you should name a contingent beneficiary on the account.
Permalink Submitted by Alan - IRA critic on Wed, 2015-07-08 19:18
What if the trust turned out to be invalid under state law?
Permalink Submitted by Bruce Steiner on Wed, 2015-07-08 20:27
Why would you make a living trust the beneficiary of an IRA? See my article on trusts as beneficiaries of retirement benefits in the March 2004 issue of BNA Tax Management’s Estates, Gifts & Trusts Journal: http://kkwc.com/wp-content/uploads/2015/04/AR20041209132954.pdf.