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Naming a Trust as Beneficiary of an IRA

May 2, 2019 by Larry Parman, Attorney at Law

Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation of the individual would not.

Naming a Trust as Beneficiary of an IRA

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  • Recent Posts

Larry Parman, Attorney at Law

Latest posts by Larry Parman, Attorney at Law (see all)

  • Is a Spendthrift Trust Right for My Estate Plan? - December 12, 2019
  • Who Should Guard My Child’s Inheritance? - December 10, 2019
  • Can I Disinherit Someone? - December 5, 2019

Filed Under: Estate Planning, Legal Education Tagged With: 401K, Asset Protection, IRA, required minimum distributions

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OKLAHOMA CITY, OK
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