Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Can a living trust be the beneficiary of a Roth IRA?
In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.