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Trust as IRA Beneficiary? Avoid These Mistakes
Expert Opinion June 18, 2025 at 05:17 PM
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What You Need To Know
- Naming a trust as beneficiary could lead to higher future tax liability.
- Trusts are legal entities subject to the RMD rules that apply when a non-human inherits the account.
- The identity of the beneficiary can have a significant effect on whether a trust is a smart idea.
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