Factors To Consider When Naming A Trust As An IRA Beneficiary
Choosing to name a trust as a beneficiary for your Individual Retirement Account (IRA) is an important decision with several benefits. It's a way to ensure that the money you've…
Month: September 2023
Advantages And Disadvantages Of Revocable Living Trusts
Estate planning is a crucial aspect of financial management that allows individuals to ensure their assets are distributed according to their wishes after passing. One popular estate planning tool is…
A Step-By-Step Guide To Setting Up A Self-Directed IRA
When you think about saving for retirement, a self-directed IRA might be a powerful tool to consider. Unlike other retirement accounts, a self-directed IRA allows you to choose from investments like real…
Why You Shouldn’t Name Your Estate As Your IRA Beneficiary
Designating a beneficiary for one's Individual Retirement Account (IRA) is a critical...
