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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)


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