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 2021-01-27 21:09 

Monterey Herald

Steven Merrell, Financial Planning: Is your trust a good IRA beneficiary?...

Question: I recently created a living trust as part of my estate plan. Should I name my living trust as the beneficiary of my IRA? Answer: When it comes to naming the beneficiaries on an IRA, I generally like to keep things simple. However, there are some...