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Roth IRA beneficiaries: It’s a matter of trust

by on
in Leaders & Managers,Management Training

This may be the year you finally convert your traditional IRA to a Roth. But who should you name as the beneficiaries? Usually, it’s the kids or grandkids. Instead, designate a trust as beneficiary. This way, you don’t have to worry about teenagers squandering the funds from an inheritance. The youngsters can gain full access to the funds at a specified age.

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