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Financial Planning / Revocable Trusts


Subject:  Re: RLT as 2nd Benificiary for Funds Date:  7/27/2005  1:01 PM
Author:  foolazis Number:  82 of 87

I'm thinking the best approach is not to name the trust as beneficiary for my IRAs. Any thoughts ?

I concur with this. If you want to stretch your IRA payouts, then do not name the trust as a direct beneficiary. I have named primary beneficiaries and the trust is named as a contingent beneficiary.

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