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Personal Finance (Not Investing) • beneficiaries in Vanguard

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is your attorney a trust & estates attorney? Is your trust a standard family revocable trust? I only ask as I've read on BH that naming a revocable trust as a beneficiary for an IRA is not optimal. (see post from bsteiner who is an expert.)

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Statistics: Posted by Big Dog — Fri Feb 02, 2024 10:45 am — Replies 1 — Views 50



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