On January 30, Forbes quoted Bill Beseth on legal and trust issues with IRAs under the new SECURE Act. 

“By and large, and prior to the SECURE ACT, the most common type of trust to name as an IRA beneficiary was a conduit trust,” Bill explained. “Now, in the post-SECURE Act world, each client’s situation requires a more thorough analysis to determine if a trust as a beneficiary is the preferable option and, if so, whether an accumulation or conduit trust best serves the outcome the client most desires.”

Read the article here.