IRA Beneficiary Planning

This video explains how Required Minimum Distributions and Spendthrift Protections apply to various beneficiaries of an Individual Retirement Account (IRA).

It also explains why an IRA Beneficiary Trust is an important piece of a comprehensive estate plan.

If you have any questions or would like to set up a free consultation please contact us below.

Contact Us

Drop us a line!

The Law Offices of Jeffrey D. Lynch

3101 N Central Ave., Suite 820, Phoenix, AZ 85012

(602) 840-4101