Ed Slott: When to name a trust as an IRA beneficiary

July 07, 2017 @ 1:33 pm

Runtime: 3:22

If your client has a large IRA or plans to leave their money to someone who is incapable of managing it, they may want to consider naming a trust as their beneficiary, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.

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