Trust as Beneficiary of an IRA

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Attorney, Daniel H. Alexander has over 20 years of experience in Estate Planning, Probate and Business Planning.

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Trust as Beneficiary of an IRA

2/8/2022

Why leave an IRA to a trust as beneficiary? For control! The beneficiary may be a minor, disabled or unable to handle their financial affairs. A family trust that is a conduit trust will preserve tax benefits and protect the IRA assets for the benefit of your beneficiary. Give us a call to find out more.

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