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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