Many of my estate planning and elder law clients have questions revolving around their retirement accounts. Sometimes it’s helpful to start at the basic level. “What is the difference between an IRA and a 401k?” The term 401k and individual…
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Tag: Standalone Retirement Plan Trust
How to Title IRA Beneficiary Designations
Standalone Retirement Plan Trust A common question I hear is “who should be named for beneficiaries of an IRA or retirement account?” Should it be the spouse, the kids, the revocable living trust? Typically, I hear, even professionals, say that…
How to Title IRA Beneficiary Designations
Standalone Retirement Plan Trust A common question I hear is “who should be named for beneficiaries of an IRA or retirement account?” Should it be the spouse, the kids, the revocable living trust? Typically, I hear, even professionals, say that…
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