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Relationship Manager for Defined Benefit/Cash Balance Plans MM Daybright Financial
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When You Should Not Name Your Spouse as IRA Beneficiary
Slott Report 
Nov. 10, 2025 "Here are five situations where it may be better NOT to name the spouse directly as the IRA beneficiary. [1] Sufficient assets.... [2] Vulnerable beneficiaries.... [3] Remarriage concerns ... [4] Blended families ... [5] Special needs beneficiaries." MORE >> |
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