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Tag Archive: can a trust be beneficiary to IRA

Should You Name A Trust As Beneficiary Of Your IRA Or 401K?

Carl Ostenson

The short answer is “Maybe, but don’t do it just because you can. Do it if it’s the only answer to a problem and you know exactly what you are doing.” IRAs and 401ks will pass on by way of contract to whomever you name as the beneficiaries. They will bypass the probate process and the lawyers involved automatically. A trust does not have to be involved if there is a beneficiary form. Most of the time, you do not need to name a trust...

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