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Episode 5: SECURE Act Top 5 + Trusts

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Brent Nelson is joined by Rachel Sass to discuss the SECURE Act (remember that). They talk about Brent’s top 5 list of changes and get into the weeds on how trusts as IRA beneficiaries fit into the landscape now.

One response to “Episode 5: SECURE Act Top 5 + Trusts”

  1. Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT – Wealth and Law

    […] written about this issue before here and have touched upon this topic in an earlier podcast episode here. But in this week’s episode, they take a deeper dive into which trusts may be the best IRA […]

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