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Choosing a Beneficiary for Your IRA or 401(k)
CAPTRUST Financial Advisors 
Aug. 11, 2016 "[Y]ou need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn't be the sole determining factor ... ignoring the impact of taxes could lead you to make an incorrect choice. In addition, if you're married, beneficiary designations may affect the size of minimum required distributions to you from your IRAs and retirement plans while you're alive." MORE >> |
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