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Inherited ROTH IRA
For tax purposes what are the advantages and disadvantages of naming a Revocable Living Trust as beneficiary of a ROTH IRA vs naming the Trust's Settlor? What happens if the Settlor has died before the ROTH is distributed; does the Trust still exist after Settlor's death or does the ROTH go to the backup benficiaries?
‎October 27, 2023
12:35 PM