Edu: Trusts as IRA Beneficiaries, Part 3
March 20, 2019
This week Estate Planning Attorney, Peter Scott, rejoins Jim and Chris to further discuss the issues with using a Trust as a beneficiary of an IRA. The guys also delve into their favorite alternatives to simply using a Trust as your beneficiary. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E10.mp3 Podcast: Play in new window |...
Listen NowEdu: Trusts as IRA Beneficiaries, Part 2
March 13, 2019
When Jim and Chris discussed using a Trust as an IRA Beneficiary it resulted in a lot of questions (and even some consternation), so they’ve decided to dig even deeper. Tune in to find out more about what makes IRAs different, causing the guys to feel that Trusts and IRAs “go together like oil and water”....
Listen NowQ&A: Living Trust as Beneficiary and Bucketing
February 2, 2019
Join the guys as they answer questions from listeners in Indiana and Michigan on using a Revocable Living Trust as a beneficiary. Jim and Chris also respond to two more listener questions on the “bucket” approach to retirement savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E04.mp3 Podcast: Play in new window |...
Listen NowEdu: Naming a Trust as a Beneficiary
January 30, 2019
Do you have a trust named as a beneficiary, or are considering it? Tune in to Jim and Chris as they cover the naming of a trust as a beneficiary on an IRA, including pros and cons and how to prevent common mistakes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E04.mp3 Podcast: Play in new window | Download (Duration: 1:05:45...
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