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Tag Archives: Beneficiary Form Errors
Naming Your IRA or 401k Beneficiary In Your Will May Not Work
By Denise Appleby, CISP, CRC, CRPS, CRSP, APA If you named your Will as the beneficiary of your IRA, 401(k), 403(b) or other retirement account, including stating “As per my Will” or “Will” on your beneficiary designation form, you need … Continue reading
Posted in 401(k), Beneficiary Forms, IRA Cataegories
Tagged 401(k), Beneficiary Form Errors, Beneficiary Forms, IRA
1 Comment
IRA Beneficiary Form Common Error
September 21, 2010 “Per Stirpes” election on your beneficiary form. I was going over some of the common mistakes in IRA beneficiary forms at a workshop that I gave to a local Kiwanis Club. One of the mistakes that I … Continue reading
Posted in Beneficiary Forms, IRA
Tagged Beneficiary Form Errors, Beneficiary Forms, Per Stirpes
2 Comments
