I’m sure most of you are glad the tax filing deadline has come and gone, although I suspect there are plenty of you that have postponed the inevitable with an extension. Either way, just getting through the April deadline seems to remove much of the anxiety surrounding taxes in general and can allow us to
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Beneficiaries
May 15, 2017 By USPFA Team
Filed Under: Estate Planning, Financial Know How, Life Events, Marriage, Retirement Tagged With: 401k, beneficiaries, beneficiary, financial planning, IRA, last will, non-qualified accounts, spouse, tax benefits, TOD, trusts, will