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Whether naming your trust as an IRA beneficiary is a good idea requires strategic thinking.

Should You Name a Trust as an IRA Beneficiary?

For obvious reasons, including control, privacy, asset protection, etc., many clients are interested in putting assets into a trust. For many retirees, their IRA is among their biggest assets. It’s only natural to want to put the IRA into a trust.

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Consider a revocable trust as part of your estate plan.

Do You Need a Revocable Trust?

Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.

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The elimination of the Stretch IRA requires new thinking about how to pass on an inheritance.

Will Your Estate Plan Work Now?

Under the new law, not only must all of the tax on IRAs and plans benefits be paid much earlier than it was before, but the rate will likely be much higher too, since that income will be bundled into the recipients’ peak earning years.

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You may be able to withdraw money penalty free from your IRA.

What are the Penalty-Free IRA Withdrawals?

The contributions you make to your individual retirement account (IRA) are intended to supplement your income during your retirement years. However, as much as you’d like to let your IRAs remain untouched until retirement, unforeseen expenses may force you to withdraw some of those assets early.

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