IRAs and Revocable Trusts... A Tax Mistake?

If a revocable living trust is supposed to be the “estate plan,” then why aren’t retirement accounts transferred into the trust or payable to the trust upon death? Based on some questions from clients creating a revocable living trust and IRA Trusts, this episode covers the different funding options for retirement accounts and why in some instances retirement accounts may never go into the living trust at all. #finance #revocabletrust #livingtrust #revocablelivingtrust #retirement