Robbed! How a ‘Nonexistent Beneficiary’ Stole an IRA Beneficiary’s Spousal Privileges
Jun 26, 2017
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
There is a long list of things that can go wrong with a beneficiary designation for a retirement account, and the negative consequences for these bad beneficiary designations can be quite significant. Learn what happens when, in one of these instances, a party that is named as a beneficiary does not exist.