To Do Or Not To Do: Putting Retirement Plans In A Trust

Brooke Swier Schloss
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Family Law and Estate Planning attorney helping families across South Dakota plan and protect their loved ones

Is your trust listed as the beneficiary on your retirement accounts? Should it be? While many of your assets are likely owned by your trust or list your trust as the beneficiary, your qualified retirement accounts likely list your spouse or children as the beneficiary. Why the difference?

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