Should I Name my Trust as an IRA Beneficiary?

 
 

 

Should I Name my Trust as an IRA Beneficiary?

Should I name my trust as an IRA beneficiary img.jpeg

In certain cases, yes. See question above for one of those times. However, if you want a specific person or charity to receive your IRA, name them directly. This eliminates the complication or legal issues that can arise when you name a trust as beneficiary.


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RetirementErica Hartwick