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Did You Know You Could Name Your Trust as the Beneficiary of Your IRA?

  • By: Solutions Law Group LLC
  • Published: November 8, 2018
Did You Know You Could Name Your Trust as the Beneficiary of Your IRA?

Though you cannot transfer IRAs into a trust as you can with other assets, you can name a trust as a beneficiary. There are good reasons to do so, but certain guidelines must be followed. Our American Academy of Estate Planning Attorneys Colleague, Steve Hartnett, breaks down the basics HERE.

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