IRA Trust Beneficiary Issues and How to Handle Them

Trust beneficiary questions are one of the most common topics that come into our consulting lines. Trusts can be used for many reasons, such as estate planning, avoiding probate, and maintaining control over assets. As such, designating a trust as an IRA beneficiary has become a popular estate planning strategy. During this course we’ll review current guidance for distributing IRA assets to a trust beneficiary. We also cover compliance concerns that are frequently encountered, and the risks financial organizations should be aware of in this legal grey-area.


Location Date Price
Online/Virtual Aug 08 2024 $229



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We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.

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Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.