Wealthcasts

Who Do You Name as a Beneficiary of Your IRA?

Marty Shenkman and Jonathan Blattmachr discuss one of the biggest questions in estate planning.
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Naming the beneficiary of an IRA is an important decision that can be far more complex than it seems.

In this episode, Marty is joined by esteemed estate planner Jonathan Blattmachr to discuss the following aspects of this issue:

  1. Who should be named as beneficiary of an IRA?
  2. Can you name a trust as a beneficiary of an IRA?
  3. What is a see through or conduit trust?
  4. What is an accumulation trust?
  5. Do you want a charity to benefit from your IRA?

Watch past videos:

Trust Planning for Divorce

Using Non-Grantor Trusts to Save Property Tax Deductions

Charitable Contribution Deduction Primer

The Basics of How to Operate an Irrevocable Trust

 

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