Naming a Trust as the Beneficiary of an IRA（命名一个信托的受益人IRA）.pdfVIP

Naming a Trust as the Beneficiary of an IRA Even the best estate planners can be tripped up when it comes to leaving an IRA to a trust By Matthew B. Anderson, CFP®, ChFC, CLU My wife and I are 65, and we are doing some estate planning. We have a family revocable living trust and have transferred the title of our jointly owned assets into the trust. However, we’re not quite sure who we should name as beneficiary of our IRA accounts. Should we name each other as primary beneficiary and our two children as contingent beneficiaries? Should we name each other as