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39 Wealth Management Issues Charitable Planning Retirement Planning Titling of Assets Trust & Estate Planning Wealth Transfer Through Estate

Designating Beneficiaries for Retirement Accounts

A beneficiary designation is a way to transfer an asset to an individual, organization, or multiple beneficiaries upon the owner's passing. For financial accounts such as individual retirement accounts (IRAs), a beneficiary designation is typically a paper or electronic form provided by the account custodian, which allows the account owner to designate who will receive the asset upon their passing.

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Categories
39 Wealth Management Issues Charitable Planning

Leaving Retirement Assets as Testamentary Gift to Charity

General   Charitable gifts of retirement plan assets are popular because income in respect of descendent (IRD) left to charity […]

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