The Issue With Trusts As Beneficiaries on IRAs: EDU #2114

1:13:41
 
Share
 

Manage episode 289339246 series 2424283
By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA.

The post The Issue With Trusts As Beneficiaries on IRAs: EDU #2114 appeared first on The Retirement and IRA Show.

419 episodes