Roth IRA – Revocable Trust
My wife and I have Revocable Trusts. We both have Roth accounts with beneficiaries designated. Should the Roth Accounts be in the Trust accounts??
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
Duplicate question: https://irahelp.com/forum-post/76838-roth-account-revocable-trust#comment-74552
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.