
Sign up to save your podcasts
Or
Some topics discussed:
1. Should I name a trust as the beneficiary of my IRA?
2. How did the SECURE Act change spousal IRAs?
3. What are the new rules for inherited IRA distributions?
4. What is a "see-through trust"
5. How to name beneficiaries for an IRA.
Subscribe to ACap Advisors & Accountants YouTube Channel:
https://www.youtube.com/c/Acapam/feat...
Schedule a Consultation:
https://www.acapam.com/contact/
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA
ACap Advisors & Accountants, LLC
12031 Ventura Blvd., Suite 1
Studio City, California 91604
(818) 272-8511
[email protected]
Law Offices of Marc Schwartz
15910 Ventura Blvd., Suite 1006
Encino, CA 91436
(818) 804-4691
[email protected]
5
77 ratings
Some topics discussed:
1. Should I name a trust as the beneficiary of my IRA?
2. How did the SECURE Act change spousal IRAs?
3. What are the new rules for inherited IRA distributions?
4. What is a "see-through trust"
5. How to name beneficiaries for an IRA.
Subscribe to ACap Advisors & Accountants YouTube Channel:
https://www.youtube.com/c/Acapam/feat...
Schedule a Consultation:
https://www.acapam.com/contact/
Financial Advisor in Los Angeles, CA
CPA in Los Angeles, CA
ACap Advisors & Accountants, LLC
12031 Ventura Blvd., Suite 1
Studio City, California 91604
(818) 272-8511
[email protected]
Law Offices of Marc Schwartz
15910 Ventura Blvd., Suite 1006
Encino, CA 91436
(818) 804-4691
[email protected]