Estate Planning

Naming a Trust as the IRA Beneficiary

By Barber Financial Group

December 12, 2018

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Are you considering naming a trust as your IRA’s primary beneficiary? When it comes to individual retirement accounts and trusts, they can be extremely complicated and when they consolidate, things can go very wrong and may be very expensive to fix. That’s why it’s important to make sure you’re doing it for the right reason with the help of the right professional with specialized knowledge in this area.

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Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.

The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.


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