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  4. Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world.

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