(561) 935-9763
Maura Curran, Attorney
Jupiter, FL 33458

Do I have to name my spouse as the beneficiary of my retirement account?

Yes and no. Yes, you can name someone else or a trust as the beneficiary of your retirement account. For example, some of our clients name their revocable trust as the beneficiary, but in order to do so, you must have your spouse’s written permission.