8 votes

• If your client has named adult non-spouse children as beneficiaries of IRAs consider . . .

• If client has named minor children as beneficiaries of IRA consider . . .

• If client has named spouse as primary beneficiary but has children consider . . . do nothing . . .

• If your client named a trust as beneficiary of IRA do this . . .

Suggested by: Betsy Cunagin Upvoted: 04 Aug Comments: 1

Under consideration

Comments: 1

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