Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.
- Beneficiary Designations - March 15, 2021
- Beneficiary Designations and the SECURE Act Basics - March 14, 2021
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - March 14, 2021