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Should I Leave My IRA to a Trust?

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Planning Before Investing

#retirementplanning #ira #trust

A common question that we often get revolves around IRAs and trusts. Properly structuring your IRA trust can help you preserve and pass on your hardearned assets efficiently. But do you know all the intricacies and technicalities?

In this video, Scott reviews the advantages and disadvantages of leaving your IRA to a trust. Learning the differences can help you decide what might be best for your situation. Proper estate planning can help ensure that your retirement savings will benefit your loved ones in the most taxefficient and secure way.

Stay tuned until the end of the video to hear exciting news about working with Scott!

0:00 IRA to Trusts
0:22 Distribution From Beyond
3:44 Problems You Could Have

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