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{"id":13727,"date":"2014-06-17T21:03:38","date_gmt":"2014-06-17T21:03:38","guid":{"rendered":"http:\/\/www.seonewswire.net\/2014\/06\/how-to-title-ira-beneficiary-designations-2\/"},"modified":"2014-06-17T21:03:38","modified_gmt":"2014-06-17T21:03:38","slug":"how-to-title-ira-beneficiary-designations-2","status":"publish","type":"post","link":"http:\/\/www.seonewswire.net\/2014\/06\/how-to-title-ira-beneficiary-designations-2\/","title":{"rendered":"How to Title IRA Beneficiary Designations"},"content":{"rendered":"
\"\"<\/p>\n

Standalone Retirement Plan Trust<\/p>\n<\/div>\n

A common question I hear is “who should be named for beneficiaries of an IRA or retirement account?” \u00a0Should it be the spouse, the kids, the revocable living trust? \u00a0Typically, I hear, even professionals, say that it should be spouse first to accommodate a spousal rollover, then the living trust while the kids are minors, and then the kids, once they become adults.<\/p>\n

There is some wisdom in this planning, however, it is missing a huge opportunity that not enough estate planing lawyers and financial professionals are brining up. \u00a0That being the Standalone Retirement Plan Trust.<\/p>\n

The common wisdom is that it makes sense to name a spouse or individual the beneficiary of an IRA or retirement account for tax purposes. \u00a0What this allows is for a spousal rollover and continued deferment of taxes for a spouse. \u00a0For an individual, it would allow for an inherited IRA.<\/p>\n

However, what happens if (more…)<\/span><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Standalone Retirement Plan Trust A common question I hear is “who should be named for beneficiaries of an IRA or retirement account?” \u00a0Should it be the spouse, the kids, the revocable living trust? \u00a0Typically, I hear, even professionals, say that…<\/span><\/p>\n

Read more ›<\/a><\/div>\n

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