Comments on: Naming a Trust as Beneficiary of an IRA

By: Evan

Evan — Fri, 18 Dec 2009 16:19:15 +0000

It is a GREAT option, but an advanced one so make sure you work with a very good attorney that is used to this kind of work

By: Richard

Richard — Fri, 18 Dec 2009 14:26:31 +0000

Thank you for this solid explanation. Many are confused about what happens with an IRA when they die. Of course, you don’t to incentivize anyone to “off” you, so the solution that you present is very good. Thx!
Richard´s last blog ..How To Open A Roth IRA

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Mon, 06 Jul 2009 18:29:46 +0000

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By: Inheriting IRA with Living Revocable Trust | My Journey to Millions

Inheriting IRA with Living Revocable Trust | My Journey to Millions — Tue, 16 Jun 2009 15:08:16 +0000

[...] Most of these questions seem to arise from my post “Naming a Trust as Beneficiary of an IRA.” [...]

By: Verify your Retirement Account's Beneficiary | My Journey to Millions

Verify your Retirement Account's Beneficiary | My Journey to Millions — Fri, 27 Feb 2009 06:06:27 +0000

[...] you want further protection than just naming a person I had previously written a great post on naming trusts as a beneficiary – you may want to check it [...]

By: Did you forget your RMD this Year? All may not be Lost | My Journey to Millions

Thu, 15 Jan 2009 05:29:41 +0000

[...] by an attorney 10 years ago with a trust not meant to be the beneficiary of a qualifed account (More information about protecting qualified Accounts with Trusts CORRECTLY) and a deceased husband leaving a confused Widow and an angry [...]