Business
Who or what is listed as the beneficiary on your IRA? We get into various reasons for and against having a trust and how the most recent rules might affect how your estate plan is currently set up. Read more and get additional financial resources here: https://coveryourassetskc.com/episode-146-should-your-trust-be-your-ira-beneficiary/ What we discuss on this episode: 0:28 - David brainstorms future podcast ideas. 1:39 - Who needs a trust? 4:03 - When is it a bad idea to have an IRA as the beneficiary? 5:50 - Why does this matter right now? 9:14 - How has this changed since 2019?