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Financial Planning / Tax Strategies


Subject:  Re: beneficiaries of IRA and 401(k) Date:  4/14/2011  10:31 PM
Author:  0x6a74 Number:  113127 of 127613

Did she sign a timely, properly written waiver? Unless she did, the beneficiary change may not be valid.

a waiver is required??

generally, or just for spouses

( changed mine last year from sister to charity waiver )
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