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Reasons to Name a Trust as IRA Beneficiary
Slott Report 
Oct. 15, 2025 "[A] trust should not be named as beneficiary of an IRA unless there is a legitimate reason to do so.... [1] Minor as Beneficiary.... [2] IRA beneficiary is someone who may need help with managing the IRA funds and taking required distributions, even if the beneficiary is an adult.... [3] Creditor protection.... [4] Control.... [5] Second marriages." MORE >> |
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