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IRA Beneficiary ClaimDisclaim Form LPL Financial

IRA Beneficiary ClaimDisclaim Form LPL Financial

Use a IRA Beneficiary ClaimDisclaim Form LPL Financial template to make your document workflow more streamlined.

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Instructions and help about IRA Beneficiary ClaimDisclaim Form LPL Financial

hi there in this episode we're going to talk about the beneficiary Ira also known as the inherited IRA we're going to talk about the difference between when a spouse inherits an IRA versus a non-spouse we'll talk about when you inherit an IRA after January 1 of 2020 how that account is treated differently than if you inherit an IRA prior to January 1 of 2020 and the rules are going to be very much dependent on who you are as an individual that's inheriting the IRA or if you're the individual doing some Estate Planning and looking at who you want to leave your account to you may want to take some of these items into consideration as you are naming beneficiaries to your IRA and other retirement account plans all right so first let's define what is an inherited IRA or beneficiary Ira well it simply is what it is when you pass away and you leave your account to a child grandchild other family member maybe even an entity like a charity you're leaving the account to that individual or entity

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