Current IRA Beneficiary Designations Flowchart

15 votes

Flowchart to show an existing client how their current beneficiary designations would work. ex. spouse as primary, can choose inherited, own, disclaim. Children as primary/contingent choose inherited or 5 year rule. Other flowchart might show no primary or no contingent designated or what if minors are beneficiaries.

Under consideration Suggested by: Eric Blake Upvoted: 26 Apr Comments: 2

Comments: 2

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