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Tag Archives: beneficiary designation


Retirement Account Beneficiary Designations

By Jeffrey R. Gottlieb |

One of the most common estate planning mistakes is failing to properly consider and execute beneficiary designation forms for all IRA’s and 401(k)’s.  Errors and oversights in beneficiary forms can lead to unintended consequences, including disinheriting intended beneficiaries and limiting income tax deferral options for beneficiaries. In a recent article, Forbes contributor Deborah L…. Read More »