Reply To: IRA to Trust

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Cape retiree

This sounds like a question that the attorney who made your trust should have been asked to answer. We don’t know the details for your will, or the beneficiary form that your filed with your IRA. Each of you has your own IRAs. That can further complicate it if you are going that your wife has the same wishes listed, since if she inherits your IRA outside of your trust, her beneficiaries may not be the same as yours for the inherited IRA.