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Should I Name my Trust as the Beneficiary of my IRA?

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As you set up the beneficiary of your IRA, have you considered naming your trust? Lee covers the basics of how (and why) this works to your advantage.

Get the free How to Use a Trust ebook at https://legalees.com/usingatrustebook

0:00 Trust as beneficiary
0:14 Lost stretch IRA
1:20 Roth vs traditional IRA
1:40 Name trust
2:26 Family issues
3:21 Tax wise decision
3:35 See through trust gets 10 years
4:59 5 years if not see through

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posted by enackiteffictw4