Skip to main content

Can I Use A Revocable Trust As The Beneficiary Of My IRA Or 401(k)? YQA 80-1


In this video we're answering the question "Can I use a revocable trust as the beneficiary of my IRA or 401(k)?" The White Coat Investor wants to help you stop doing dumb things with your money, so in this video series we answer questions you have submitted. To get your questions answered by The White Coat Investor, visit and record your question. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Subscribe Here: Main Website: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: 00:00 Can I use a Revocable Trust as the beneficiary of my IRA or 401(k)? 00:44 Putting a Revocable Trust as your beneficiary 01:09 Problem with adding a revocable trust as a beneficiary 01:12 Revocable trust vs. irrevocable trust defined 01:26 Listing a trust as the beneficiary of your IRA 01:55 Things to check if you want to name a trust as a beneficiary of your retirement account 03:00 Considering trust tax rates...(read more)


LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
https://inflationprotection.org/can-i-use-a-revocable-trust-as-the-beneficiary-of-my-ira-or-401k-yqa-80-1/?feed_id=53887&_unique_id=63a9fbda09e8f #Inflation #Retirement #GoldIRA #Wealth #Investing #401kbeneficiary #investing #investingquestions #IRABeneficiary #irrevocabletrust #personalfinance #RevocableTrust #WhiteCoatInvestor #YQA #InheritedIRA #401kbeneficiary #investing #investingquestions #IRABeneficiary #irrevocabletrust #personalfinance #RevocableTrust #WhiteCoatInvestor #YQA
Labels:

Comments

Post a Comment

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their
Post a Comment
Read more

Birch Gold Group Review 2023 – Best Gold IRA Company? Pros and Cons

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. See chapters in the description. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Chapters: 0:00 - Intro 0:26 - Is Gold a Good Investment? 1:03 - What is Birch Gold Group? 1:37 - IRA Eligible Coins 1:59 - Is Birch Gold Group a Legitimate Company? 2:50 - How Does Birch Gold Group Work? 3:34 - Birch Gold Group’s Fees and Investment Options 4:02 - Birch Gold Group Low Minimum Investment 4:29 - Birch Gold Group Storage and Security 5:34 - Con #1 – No Overseas Storage Options 5:49 - Con #2 – Initial Setup Fees 6:02 - Birch Gold Group Review Summary Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a
Post a Comment
Read more