Good Reasons to Name a Trust as IRA Beneficiary
When a trust is named as beneficiary of an IRA, several possible negative issues may be introduced. For example, after the death of the IRA owner, things can become more complex for the beneficiaries. Trust beneficiaries cannot simply set up their own inherited IRAs. We must open a trust-held inherited IRA and, depending on the trust document, the trust beneficiaries could be limited in their access to the dollars.
Copy and paste this URL into your WordPress site to embed
Copy and paste this code into your site to embed