Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With
retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries.

Read full article here… https://www.aurochsfinancial.com/wp-content/uploads/2020/12/Choosing-a-Beneficiary-for-Your-IRA-or-401k.pdf

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Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)