“Trusts Named As IRA Beneficiaries” White Paper

Avoid Costly Mistakes When Naming Trusts as IRA Beneficiaries

In this essential 9-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) outlines the critical considerations and planning strategies when naming a trust as the beneficiary of an IRA. With ever-evolving tax laws and the implications of the SECURE Act, this guide helps estate planners, CPAs, and financial advisors navigate the complexities, avoid common pitfalls, and ensure optimal outcomes for their clients’ retirement assets.