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.
Dennis P. Lee is the founder and president of Lee Law Office. He graduated from Creighton University and then received his law degree from the Creighton University School of Law. While in law school he was a staff editor of the Creighton Law Review.
Latest posts by Dennis P.Lee (see all)
- The Joy in Joint Trusts - May 30, 2023
- Medicaid Planning - April 15, 2023
- What Happens When You Don’t Trust Your Trustee – Part II - March 29, 2023
