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Estate Planning Pitfall – You haven’t recently reviewed your retirement plan beneficiary designations

$225.00

SKU: IEPjj104. Category: .

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Abstract: Those who have an IRA or employer-provided retirement plan and haven’t reviewed their beneficiary designations recently may have some that are no longer appropriate. This could result in undesirable consequences, especially if the plan holds substantial wealth. Undesirable income tax consequences also can occur if the tax implications of beneficiary designations aren’t reviewed regularly.

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