It is critical to properly name the beneficiaries of a retirement account if you desire to either roll it over or to stretch payments. When trusts are named as beneficiaries of retirement accounts, it is important to name the particular trust for the benefit of the particular individual as the beneficiary rather than using a generic term for the trust if you desire to have each individual be able to stretch out payments over his or her life expectancy.
posted on January 17, 2013
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