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10 Things to Check When the Trust is a Beneficiary. August 13, 2014. By Peggy Jane Fisher, CEA, CLTC, CFP Your new client comes to you with an established Traditional IRA. The new client tells you their trust is the beneficiary of the IRA. Confirm there is a reason they want to control the asset after death. The main reason for having your trust as an IRA beneficiary is […]. Read more →. Providing Estate Planning professionals with knowledge and resources to better serve their clients and community.
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