Experts in trust and estate law explain typical IRA beneficiary scenarios and why it’s critical to review EVERY time you set up or rollover your IRA to avoid probate. #ira #retirement #retirementplanning #beneficiaries #actec #actecfellow

The American College of Trust and Estate Counsel, ACTEC, is a national association of approximately 2,400 peerelected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

In this video:
00:00 Open
00:13 What happens if you do not have an IRA beneficiary designated?
01:20 Do you need to redo your beneficiaries when you roll over an IRA?
01:42 IRAs and surviving spouse as the beneficiary.
02:38 IRA with a young surviving spouse who does not want to defer.
03:41 How does an inherited IRA work?
04:55 Minor children of an inherited IRA.
06:39 Advice on preparing the IRA beneficiary designation form.

⭐⭐⭐ ACTEC Family Estate Planning Guide Video Library ⭐⭐⭐ https://www.actec.org/estateplanning

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