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Trusts as Beneficiaries
Can you name a trust as a beneficiary of an IRA or a 401(k)? Listen to today's show as Jim, Chris and Peter discuss why you would set this up, how you would set up a trust as a beneficiary and how to avoid some common pitfalls.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
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THE Retirement and IRA Radio Show is broadcast on Greeley’s NewsTalk Radio 1310 KFKA on Saturday mornings from 8-10am. Click above to listen live!
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Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning through Jim Saulnier and Associates, LLC. Cambridge and Jim Saulnier & Associates are not affiliated.