“Trusts and Estates”

115 Search Results

115 Search Results

Can You Name a Trust as a Beneficiary of an IRA?

Can You Name a Trust as a Beneficiary of an IRA?

https://www.sofi.com/learn/content/naming-trust-as-ira-beneficiary/

Estates •   Charities •   Trusts Non-designated beneficiaries must withdraw IRA assets within five years of the account owner’s death if the owner died before they were required to start taking…


What Is a Collective Income Trust (CIT)?

What Is a Collective Income Trust (CIT)?

https://www.sofi.com/learn/content/what-is-a-collective-investment-trust/

…giving more investors access to CITs (although banks and trusts still couldn’t, and can’t, offer CITs directly to retail investors). Since then, the cost efficiency of collective investment trusts has…


What Is a Trust Fund?

What Is a Trust Fund?

https://www.sofi.com/learn/content/what-is-a-trust-fund/

…changed or revoked in any way — not even by the grantor. •   Revocable trusts: Also known as living trusts, revocable trusts permit the grantor to make modifications at will…


Putting an IRA in a Trust: What You Need to Know

Putting an IRA in a Trust: What You Need to Know

https://www.sofi.com/learn/content/can-an-ira-be-in-a-trust/

…Designated includes people, such as a spouse, child, or friend. Non-designated beneficiaries are entities like estates, charities, and trusts. Depending on the beneficiary’s relationship to you at the time of…


Investing in Real Estate Investment Trusts (REITs)

Investing in Real Estate Investment Trusts (REITs)

https://www.sofi.com/learn/content/reit-investing/

…on just one or two market segments. Real estate investment trusts or REITs can be a great addition to a portfolio if you’re hoping to diversify. REIT investing might appeal…


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