Loren D. Stark Company
EPIC Retirement Plan Services
Randall & Hurley, Inc.
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|The Most Important Question to Ask a Beneficiary|
Dec. 9, 2015
"Were you named on the beneficiary form? ... A non-designated IRA beneficiary cannot use their own life expectancy for calculating required minimum distributions (RMDs) on the inherited IRA.... A non-designated employer plan beneficiary cannot transfer the inherited plan assets to an inherited IRA."
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