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May 5, 2015

Should you use your trust as the beneficiary of an IRA?  Only if it is worded properly. Recent court cases point to more accuracy being needed in the wording of your trust. Steve and Sinclair review the basic rules for trusts being used as IRA beneficiaries, then Attorney Ian Hasegowa with the Gorman & Jones law firm, joins the A-Team to answer critical questions on this timely topic.