PIB: “Using Trusts as IRA Beneficiaries” – Jeffrey Levine

by Retirement Advisor | Nov 15, 2022 | Inherited IRA

PIB: “Using Trusts as IRA Beneficiaries” – Jeffrey Levine

In this PIB, IRA distribution planning expert Jeffery Levine will explore using trusts as IRA beneficiaries. Attendees will gain an understanding of IRA trusts and how they work, the advantages and disadvantages associated with IRA trusts and how to avoid many of the costly IRA trust mistakes made by clients that can destroy their retirement accounts.

Uploaded Apr 16 2018…(read more)

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