Stop the ‘Wrong’ Beneficiary From Inheriting Your Client’s IRA
	
	
	
	
		
			Feb 7, 2024
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			By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
	
	
	
	Many beneficiary designations on IRA accounts are out of date. It’s likely that some of those wayward designations are among your clients’ accounts. Your clients will appreciate your nudge to update their wishes.