What is a good book on creating a trust that would qualify as the beneficiary for an IRA?

By Denise Appleby AAA
A:



"Life And Death Planning For Retirement Benefits" has all you need and more. If you read this book, you won't need any luck.

To learn more about designating a beneficiary, check out Who Is The Beneficiary Of Your Account?, Roth IRA: Back To Basics and Skipping-Out On Probate Costs.



This question was answered by Denise Appleby
(Contact Denise)



RELATED FAQS

  1. How does the Canada Pension Plan (CPP) work, and what asset mix does it hold?

    Learn the difference between a chartered financial analyst and the Canadian pension plan. Explore Canadian retirement options ...
  2. Can trust funds be activated before the grantor intended?

    Trust law gives the grantor specific rights over the release of assets and therefore it is not possible to change the stipulations ...
  3. Is it a good idea to add a reverse mortgage to your retirement strategy?

    A reverse mortgage can be a great way to increase retirement income. Does it work for everyone? What happens after a homeowner ...
  4. What are the keys to setting up a trust fund?

    Setting up a trust to secure your assets for a beneficiary allows you to set the terms under which the beneficiaries are ...
RELATED TERMS
  1. Elder Care

    Elder care, sometimes called elderly care, refers to services ...
  2. Gold IRA

    Definition of Gold IRA
  3. Eligible Transfer

    An IRS-allowed movement of assets into or out of an individual ...
  4. Leveraged Benefits

    The use – by a business owner or professional practitioner – ...
  5. Peri-Retirement

    A term for the period of time leading up to actual retirement. ...
  6. Guarantee Company

    A form of corporation designed to protect members from liability, ...

You May Also Like

Related Articles
  1. Professionals

    When Your Client's Retirement is Around ...

  2. Professionals

    A New Wake-up Call for Savers

  3. Professionals

    Retirement Bliss? Not So fast: When ...

  4. Professionals

    Multiple Accounts? Here's How to Calculate ...

  5. Professionals

    Financial Planning Tips And Resources ...

Trading Center