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Estate Planning Red Flag — You haven’t recently reviewed your retirement plan beneficiary designations

$225.00

SKU: ESTso124. Category: .

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Abstract: No matter how carefully one plans their estate, their objectives can easily be thwarted by inappropriate beneficiary designations for IRAs, 401(k) plans or other retirement accounts. This article lists some of the most common mistakes, such as designating one’s estate as beneficiary or not updating beneficiary designations after a divorce.

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