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Retirement Plan Beneficiary Designations: Go Ahead and Take a Second Look Roseanne B. Frank It is satisfying to check items off our to-do lists, especially for busy executives working hard to grow

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What is retirement plan beneficiary designations?

Retirement plan beneficiary designations specify who will receive the assets of a retirement account upon the account owner's death.

Who is required to file retirement plan beneficiary designations?

Individuals who have retirement accounts, such as IRAs or 401(k)s, are required to file beneficiary designations.

How to fill out retirement plan beneficiary designations?

To fill out retirement plan beneficiary designations, individuals typically need to submit a form provided by the retirement account provider, specifying the name of the beneficiary and their relationship to the account owner.

What is the purpose of retirement plan beneficiary designations?

The purpose of retirement plan beneficiary designations is to ensure that the assets in a retirement account are distributed according to the account owner's wishes after their death.

What information must be reported on retirement plan beneficiary designations?

Retirement plan beneficiary designations typically require the name of the beneficiary, their relationship to the account owner, and their contact information.

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