Naming your retirement plan beneficiaries? Remember the tax considerations
$225.00
Description
Abstract: Regularly reviewing the beneficiaries of a retirement plan — particularly if there’s been a life-changing event, such as a divorce, birth or death — is always a good idea. Specifically, when selecting beneficiaries, plan owners need to consider the income and estate tax impact of their choices. This article tackles the issues one by one. (Updated 6/10/12)
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