MoneyWisdom Blog

Things to Know about Passing Retirement Accounts to Loved Ones

Posted by MoneyWisdom Newsletter on Jan 23, 2017 9:45:21 AM

So you’ve written your will. Congratulations, you’re done with your estate planning, right? Not so fast. You also need to make sure your hard-earned retirement savings go to the beneficiaries you intend them to.

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Topics: Retirement and Investing, Estate Planning, IRA, 401k

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