Posted inSources

SOURCES – 13 mistakes to avoid when naming beneficiaries

The following sources were consulted in the preparation of the article “13 mistakes to avoid when naming beneficiaries.”

  1. Current Challenges and Best Practices Concerning Beneficiary Designations in Retirement and Life Insurance Plans
  2. Naming a Trust as the Beneficiary of a Qualified Retirement Plan or IRA
  3. The Secure Act & Other Recent Developments in Estate Planning for Retirement Assets 
  4. Accidental Inheritance: Retirement Accounts and the Hidden Law of Succession 
  5. Life Insurance Beneficiaries – Per Capita vs. Per Stirpes: Is It Really That Clear?
  6. See-Through Trusts for Retirement Accounts