Beneficiary Forms: Self-Directed IRA & Solo 401(k)
Beneficiary Forms pertaining to self-directed IRAs or Solo 401(k) plans can come with complex scenarios. IRA Financial Group can help you better understand the rules.
On the Importance of Beneficiary Forms
It’s important to prepare beneficiary forms so your loved ones can receive the money from your IRA or 401(k) in the event that you pass away.
Beware! Your IRA Beneficiary Form Can Trump Your Will
Depending which state you live in, your IRA beneficiary form may trump the details of your will, which could create a nightmare when you pass
