Naming a Trust as the IRA Beneficiary

Naming a Trust as the IRA Beneficiary

Planning on leaving your IRA funds to your kids, but concerned with how they will use the money after you’re gone? Naming a trust as your IRA beneficiary allows you to control your future legacy and protect inherited assets from taxes, creditors, divorces, spendthrifts and more. A trust can help to ensure your assets get to who you want, when you want and how you want. But like most things IRA-related, this can get tricky and complex.

Find out everything you need to know about naming a trust as your IRA beneficiary by downloading this white-paper.