Discover the benefits and tax traps of naming a trust as your IRA beneficiary, and learn how proper planning can safeguard your estate.
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estate planning
8 posts
Naming a Trust as Your IRA Beneficiary: Tax Traps and Benefits
Securing your estate with a trust as your IRA beneficiary offers benefits and pitfalls that could impact your future plans—discover how to navigate them wisely.
15 Best Lockable Document Organizers for Wills and Trusts in 2026
Buckle up for the top 15 lockable document organizers in 2026, designed to keep your wills and trusts safe—discover which one suits your needs best.
15 Best Safe for Storing Estate Documents and Trust Files in 2026
Navigating the top safes for estate and trust storage in 2026 is crucial—discover the features that can protect your valuables when it matters most.
15 Best Safe for Storing Estate Planning Files in 2026
Safeguard your estate planning files with the 15 best safes of 2026—discover the top options to ensure security and organization.
Stress‑Free Estate Transfers: Using Pay‑on‑Death (POD) for Gold IRAs
Navigating estate transfers with gold IRAs can be complex; find out why proper planning ensures a stress-free inheritance process.
Estate Planning With IRAS: Minimizing Taxes for Your Heirs
Discover key IRAS estate planning strategies to minimize taxes and ensure your heirs benefit, but understanding the full process is essential.
Beneficiary IRA Rules Post‑SECURE Act 2.0: Implications for Inherited Gold
Losing the ability to stretch distributions for inherited gold IRAs under SECURE Act 2.0 significantly changes estate planning; discover what this means for your strategy.