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Financial Planning / Tax Strategies


Subject:  Estate question Date:  6/20/2012  4:08 PM
Author:  HMALETTER Number:  116302 of 129674

I've read one or two conflicting opinions.

Retirement accounts are set up as TOD accounts, as is all property. No worries about the maximum estate, it's under the limits.

How are the TOD retirement accounts of the deceased treated when given to the beneficiaries, who are the adult children.
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