Unlike an IRA, a 401k will automatically transfer to a surviving spouse no matter who the designated beneficiary is.
- is looking to meet Financial Advisors, Life Insurance Agents, and CPA's in Broward County, Florida. #
- Small business owners have most assets tied up in their business, yet they have no plan as to how to get those assets back to their family. #
- Why haven't you had your will and other estate planning documents drafted yet? #
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