Be Careful with IRA/401k Beneficiaries

IRA and 401k accounts are great ways to save for a regular or roving retirement. Most folks focus on contributing and investing in these retirement savings vehicles, but if your beneficiary declarations are not right, your heirs may be stuck with a big tax bill.

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I’ve Become a DIYer

Like many people, I have been “given” the opportunity to reconnect with loved ones and learn new skills during the coronavirus lockdown. Especially since the roving part of our retirement has been greatly curtailed.

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