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Financial Planning / Tax Strategies


Subject:  Re: beneficiaries Date:  2/3/2010  5:49 PM
Author:  papaduke101 Number:  108896 of 131769

An IRA can't be put into a trust anyway, and given the spousal rollover option, the recommendation is to name the spouse as primary beneficiary and the trust as contingent.

What if the IRA beneficiary reads " pursuant to the terms of my will"?
(The will also contains credit shelter trust arrangement).
That way, the spouse can decline/waive the IRA and the IRA becomes an asset to fund the trust.
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