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Retirement Forms

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Retirement Form Trumps Will or Trust

ByJack Stephens August 5, 2014February 16, 2018

If you like gambling with cards, don’t carry that over to your designated IRA or Retirement fund beneficiaries. We all know a full house trumps a straight in poker. But did you know this, a Retirement form trumps a Will or Trust? That’s right. If you are considering the designation of your Retirement fund in…

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