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Personal Finance (Not Investing) • Trusts and Estate Taxes

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It's generally not a good idea to name beneficiaries for taxable accounts (assets other than life insurance and retirement benefits), for many reasons.
What are these reasons?

Thanks.
Hopefully I'll save him having to answer this question again!

viewtopic.php?p=7982575#p7982575

Statistics: Posted by toddthebod — Fri Aug 16, 2024 4:36 pm — Replies 27 — Views 2188



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