Personal Finance (Not Investing) • Payable on death (POD) accounts

Thanks again, bsteiner!

I have a revocable living trust.
My lawyer recommended that I list my primary beneficiary of my IRA (wife) as POD, and list the trust as the contingent beneficiary.
But not on taxable accounts.
This goes along, I believe, with what bsteiner recommended to you above, Prudence.

Statistics: Posted by protagonist — Tue Aug 27, 2024 7:36 pm — Replies 55 — Views 6381

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