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Naming a Trust as the Beneficiary of an IRA Even the best estate planners can be tripped up when it comes to leaving an IRA to a trust By Matthew B. Anderson, CFP, CFC, CLU My wife and I are 65, and

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What is naming a trust as?

Naming a trust means designating a trust as a beneficiary or owner of assets.

Who is required to file naming a trust as?

Anyone who wants to designate a trust as a beneficiary or owner of assets.

How to fill out naming a trust as?

You can fill out naming a trust by completing the appropriate forms and documentation.

What is the purpose of naming a trust as?

The purpose of naming a trust as is to ensure that assets are properly managed and distributed according to the trust agreement.

What information must be reported on naming a trust as?

Information such as the name of the trust, the trustees, and the beneficiaries must be reported when naming a trust.

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