Secure Act Flow Chart

2 votes

I think it would be helpful to outline the rules for spouses/non-spouses in an easy to read chart.

Plus a lot of people seem to need reminders on Eligible Designated beneficiaries / Designated benes / and non-designated benes.

Under consideration Suggested by: Evan (21 Oct, '22) • Upvoted: 27 Dec, '22 • Comments: 0

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