Financial Futures: A Measured Wealth Podcast
Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
Financial Futures: A Measured Wealth Podcast
Should Your Trust Be a Retirement Account Beneficiary? Featuring Claire DeLorenzo
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A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust makes sense and when it could create unintended consequences.
Forman Law Group: https://www.ourlegalwebsite.com/
More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html
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