RESOURCES HUB video-clip Who Should be Designated as Beneficiary of IRA or Qualified Plan – Disadvantages of Naming a Spouse.
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  • Consumer

Who Should be Designated as Beneficiary of IRA or Qualified Plan – Disadvantages of Naming a Spouse.

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  1. Who should be named as beneficiary of an IRA?
  2. Can you name a trust as a beneficiary of an IRA?
  3. What is a see through or conduit trust?
  4. What is an accumulation trust?
  5. Might you want charity to benefit from your IRA?

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