Naming a Trust as a Beneficiary of an IRA




The Wise Investor Show  show

Summary: This week The Wise Investor Group devotes the entire show to various financial planning topics centered on naming a trust as a beneficiary of an IRA. They will discuss the pitfalls and value add of this strategy in full so your beneficiaries are not left to suffer more from tax implications. Tune to hear the correct way to go about naming your trust as a beneficiary to your IRA. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.