Skip to main content

You are here

Advertisement

Tech Talk: Living Trust as Beneficiary

BY
NTSA Net Staff
May 27, 2016
Is it appropriate to name a living trust as beneficiary of a 403(b) account? In Tech Talk, Ellie Lowder tells us. 

You might want to check out…

Tech Talk: Permitted Investments for 403(b) Plans
4/18/2024
NTSA Net Staff
Exploring 403(b) Plans for Your Practice
4/12/2024
Joey Santos-Jones
Heightened Activity on CITs in the Wake of SECURE 2.0, CRS Notes
4/12/2024
John Iekel
0 Comments
Discussion Policy

Advertisement

Most Popular

Limits on Wealthy Retirement Accounts Not in Inflation Reduction Act
IRS Extends Plan Amendment Deadlines
Defining the Retirement Crisis: The Cost of Retirement Is Eating More of Middle-Class Wages
Tech Talk: The Difference Between 403(b) and 403(b)(7) Plans
Tech Talk: 403(b) Withdrawals to Pay for Higher Education

Recent Headlines

Recent Comments

Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...

Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...

I believe there's a misstatement in that last quote - it should refer to governmental and...

Working with several medical providers as clients, I note that the high-end earners tend to push...

Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...