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LostNew Certificate or Change of Beneficiary Most Ancient Union  Form

LostNew Certificate or Change of Beneficiary Most Ancient Union Form

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hey Paul here and in this video we're gonna discuss whether a conduit trust should be a beneficiary of your traditional IRA okay so naming a trust as a beneficiary of an IRA has always been somewhat complicated now the rules have changed and it's still complicated so in this video I want to go over some things and and let me just give you the big picture many of you married folks out there who own IRAs you you've named your your spouse as your 100% primary beneficiary and then you named perhaps contingent beneficiaries could be children could be a trust could be charities could be a state so those of you who kind of make a made an informed decision to name your spouse as your one hundred-percent primary beneficiary that's not likely to change because the rules regarding naming a spouse as the beneficiary of your IRA haven't changed but the rules required for naming a non spouse as a beneficiary and maybe if you name your spouse you named children

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