Time for your next podcast class: Trust Funding 201.
You signed your living trust (and related documents). Good. You’re halfway done. The rest of the job: transferring assets to the trust.
In last week’s podcast we focused on some of the basic funding issues, in what we called Trust Funding 101. This week we offer Trust Funding 201: a look at some of the more advanced funding issues.
The hardest topic of all: what to do with your Individual Retirement Account (IRA), Roth IRA, 401(k) or other retirement plan. We can explain, but there are seldom clear, unequivocal answers. Join us for our discussion.