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About MarthaB273959

MarthaB273959

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Benefits & Discounts

AARP recommends Marcus, which has great rates, but they will not allow a trust as beneficiary?

Months ago, we signed up for a Marcus account to help our retirement savings grow. They have a very good rate near 5%. We also just had our trust revised (we moved to a different state) and are making sure all our assets list our trust as beneficiary...
MarthaB273959 09-19-2023 09:01 AM
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Benefits & Discounts

AARP recommends Marcus, which has great rates, but they will not allow a trust as beneficiary?

Months ago, we signed up for a Marcus account to help our retirement savings grow. They have a very good rate near 5%. We also just had our trust revised (we moved to a different state) and are making sure all our assets list our trust as beneficiary...
MarthaB273959 09-19-2023 09:01 AM
1
Reply
0
Kudos
1523
Views

Benefits & Discounts

AARP recommends Marcus, which has great rates, but they will not allow a trust as beneficiary?

Months ago, we signed up for a Marcus account to help our retirement savings grow. They have a very good rate near 5%. We also just had our trust revised (we moved to a different state) and are making sure all our assets list our trust as beneficiary...
MarthaB273959 09-19-2023 09:01 AM
1
Reply
0
Kudos
1523
Views
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Date Registered ‎02-27-2018 02:40 PM
Last Visited ‎06-12-2025 02:45 PM
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