You are viewing a preview location.

338 S, Sharon Amity Rd #163, Charlotte, NC 28211

mtaylor@capitalsynergypartners.com

Home
Our Firm
Client Transformations
Business Owners
- Define Benefit Plan
- Cash Balance Plan
Account Access
Asset+Map
IRS Resources
- Tax Resources
Contact

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)

Contact

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

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 2860 Michelle Drive, Suite 150, Irvine, CA 92606|888.277.1974 Taylor Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities