Hooker & Holcombe
DWC - The 401(k) Experts
ftwilliam.com / Wolters Kluwer
Actuaries Unlimited, Inc.
Steidle Pension Solutions, LLC
Spectrum Employee Benefits, Inc.
Farmer & Betts, Inc.
Steidle Pension Solutions
Ubiquity Retirement + Savings
Trucker Huss, APC
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|Distribution Planning for Beneficiaries: Why It's Important to Check IRA Agreements and Retirement Plan Provisions|
The Slott Report
July 27, 2014
"Most employer plans do not offer a stretch option to a non-spouse beneficiary because they do not have to.... On the IRA side, a custodian does not have to offer a direct transfer option.... Other items to check for are the ability to use a trust as a beneficiary, the ability to use a power of attorney and the ability to disclaim inherited retirement assets."
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