IRA Beneficiary

Estate Planning > Presentation Topics > IRA Beneficiary

 
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13. 5 Beneficiary Options

Now, let's look at the five choices you have for beneficiary. They are:

  1. Your spouse, if you are married;
  2. Your children, grandchildren or other individuals;
  3. A trust;
  4. A charity; and
  5. Some or all of the above.

We'll start with Option 1 - naming your spouse as beneficiary.

 

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