Who or what is listed as the beneficiary on your IRA? We get into various reasons for and against having a trust and how the most recent rules might affect how your estate plan is currently set up.
Read more and get additional financial resources here: https://www.coveryourassetskc.com/episode-146-should-your-trust-be-your-ira-beneficiary
What we discuss on this episode:
0:28 - David brainstorms future podcast ideas.
1:39 - Who needs a trust?
4:03 - When is it a bad idea to have an IRA as the beneficiary?
5:50 - Why does this matter right now?
9:14 - How has this changed since 2019?
