Many FERS employees have debated on whether or not to name the trust as beneficiary of their Thrift Savings Plan. This is another, “it depends” Question. It could be a good idea to name a trust as beneficiary of your TSP but it’s important to understand the purpose before doing so.
In this short video, David Edwards (of edwardsgroupllc.com) and I discuss why to name a trust as beneficiary….(read more)
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Great content Dave and Brad, thank you!