Estate Planning

Naming a Trust as the IRA Beneficiary

By Barber Financial Group

December 12, 2018

We’ve sent a copy of Naming a Trust as the IRA Beneficiary to the email address provided. You can also click below to download a copy.

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.

Download Naming a Trust as the IRA Beneficiary



Schedule Complimentary Consultation

Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Then it’s just two simple steps to schedule a time for your Complimentary Consultation.

Lenexa Office Lee’s Summit Office North Kansas City Office

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.

 

Almost There!

Fill out the form below to access this helpful content.