Trust vs JT WROS
Tax wise: should a mutual fund be put in a trust or held as JT WROS and a beneficiary?
Terry Says
If you have a revocable living trust, all major assets should be titled in the trust — and that includes mutual funds held outside a retirement account. (Mutual funds inside a retirement account should have a named beneficiary.)
And if you don’t understand the concept of a Revocable Living Trust, watch this video.
