Frequently Asked Question

September 23 2005 | Filed Under ยป , ,

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

"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)
by

Denise Appleby

Denise Appleby
Denise Appleby is founder and owner of Appleby Retirement Consulting,which provides technical consultation, content, coaching, writing, editing and training services on related topics.


With more than 14 years of experience in the IRA and defined-contribution plans fields, Appleby has held several senior retirement-plan related positions with Pershing LLC, which included vice president of plans products and services, retirement plans manager, trainer, training manager, compliance consultant, technical help desk manager and writer.
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