Naming an IRA Beneficiary: Spouse or Trust?

Among married couples, naming the spouse as the IRA beneficiary is often the default choice.

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Comments (2)
Something to consider: If you live in a community property state, remember that you will need to get consent from your spouse if you want to name someone else as primary beneficiary.
Posted by Julie B | Monday, August 25 2014 at 3:28PM ET
If the trust is the beneficiary, doesn't that trigger immediate taxation?
Posted by ted s | Wednesday, September 17 2014 at 6:29PM ET
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