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Tag Archives: IRA Beneficiary

EstPlan7

Should You Name a Trust as a Beneficiary of Your IRA?

By David Toback |

So you have an IRA, and it has some value to it. Like other things that you may own, it’s an asset that needs to be planned for when you pass. Those IRAs may not automatically go to your beneficiaries, and in some cases, may be subject to creditor claims. How do you protect… Read More »

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