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How Much is a Proper Beneficiary Designation Worth?
Cleary Gull
Aug. 12, 2014
"Aside from their primary residence, the largest asset on most peoples' balance sheet is represented by their retirement accounts.... How do you name a beneficiary? ... What happens if a beneficiary is not named? ... Who should I name as beneficiary? ... What options will my beneficiaries have when they inherit the funds? ... What happens if my beneficiary predeceases me? ... Should I name my trust as beneficiary?"
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