IRAs Need Updated Designated Beneficiary Forms
February 18, 2014
If the owner has not filed an up-to-date beneficiary form, the heir of the estate risks losing a major portion of the IRA value to taxes and fees.
February 18, 2014
If the owner has not filed an up-to-date beneficiary form, the heir of the estate risks losing a major portion of the IRA value to taxes and fees.