Naming trust as beneficiary of Solo 401k Plan

  Why would a solo 401k owner name a trust as a beneficiary? There are a number of reasons why the solo 401k owner would want to name a trust as the beneficiary of his or her solo 401k plan.  For example, to preserve the solo 401k assets, avoiding estate taxes, protecting assets for minors … Continue reading Naming trust as beneficiary of Solo 401k Plan