Making A Life-Changing Financial Difference To A Spouse And Needy Loved Ones

Published Thursday, August 26, 2021 at: 6:18 AM EDT

Tax law and estate planning might bore you to death, but this brief tip could make a life-changing financial difference to your surviving spouse, and other loved ones, including disabled and chronically ill family or friends, as well any minor children in your life.

These individuals are among the five exceptions to the usual distribution rules on the inheritance of assets in IRA, 401(k), or other federally qualified retirement plans.

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This article was written by a professional financial journalist for Meg Green & Associates. and is not intended as legal or investment advice.

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