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Beneficiaries - Can an institute be named?


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Guest CMYoung
Posted

Can a divorced participant with 3 underage children name an Institute as beneficiary?

Guest P A Weick
Posted

The participant could but the Institute would probably not be a "Designated Beneficiary" as defined in tax law, and thus some ability to reduce income taxes would be lost. The participant should seek good tax and legal counsel before doing this.

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