Permalink Submitted by Alan - IRA critic on Tue, 2015-06-30 20:15
Original IRA owner’s name can be dropped. Successor beneficiary (client) name should be listed as beneficiary of original designated beneficiary unless IRA custodian has a different specific requirement.
Permalink Submitted by Alan - IRA critic on Tue, 2015-06-30 20:15
Original IRA owner’s name can be dropped. Successor beneficiary (client) name should be listed as beneficiary of original designated beneficiary unless IRA custodian has a different specific requirement.