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