Roth IRA - Revocable Trust - Ed Slott and Company, LLC

Submitted by James Sheehan on Wed, 2023-11-29 17:00

My wife and I have Revocable Trusts. We both have Roth accounts with beneficiaries designated. Should the Roth Accounts be in the Trust accounts??

Permalink Submitted by David Mertz on Wed, 2023-11-29 18:28

Permalink Submitted by James Sheehan on Thu, 2023-11-30 02:48

Should a large Roth account be in a REVICABLE TRUDT??

Permalink Submitted by David Mertz on Thu, 2023-11-30 12:39

An IRA cannot be “in” a trust. A trust can only be the beneficiary of an IRA.

Roth IRA – Revocable Trust