In this video we’re answering the question “Can I use a revocable trust as the beneficiary of my IRA or 401(k)?” The White Coat Investor wants to help you stop doing dumb things with your money, so in this video series we answer questions you have submitted.

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00:00 Can I use a Revocable Trust as the beneficiary of my IRA or 401(k)?
00:44 Putting a Revocable Trust as your beneficiary
01:09 Problem with adding a revocable trust as a beneficiary
01:12 Revocable trust vs. irrevocable trust defined
01:26 Listing a trust as the beneficiary of your IRA
01:55 Things to check if you want to name a trust as a beneficiary of your retirement account
03:00 Considering trust tax rates…(read more)

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