Edu: Trusts and Naming IRA Beneficiaries (Part 4)

April 3, 2019

Edu: Trusts and Naming IRA Beneficiaries (Part 4)

Peter Scott, Estate Planning Attorney, joins Jim and Chris to further discuss the issues to consider when naming a Trust as an IRA Beneficiaries. This time they explore the operational aspects of Trusts and IRA beneficiaries.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI 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 services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.