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Trust as Beneficiary of your IRA

Trust as Beneficiary of your IRA

Thanda Fields Brassard and Kelly J. Guarino

May 17, 2021

Naming a Trust as IRA Beneficiary: Key Considerations (wealthmanagement.com)

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Office: (704) 995-4606

Fax: (704) 365-0613

338 S

Sharon Amity Rd #163

Charlotte, NC 28211

Series 6, 22, 62, 63, 65

mtaylor@capitalsynergypartners.com

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