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Beneficiary Review Form Post SECURE Act

A Comprehensive Review Form for Beneficiary Planning Post SECURE Act

A Comprehensive Review Form for Beneficiary Planning Post SECURE Act

It is now imperative that everyone has a process in place for reviewing beneficiary designations post the SECURE Act.  Unfortunately, many have found themselves unaware and unprepared for how the changes will impact beneficiaries.  Complete this comprehensive beneficiary review guide now to keep more of your money going to your loved ones instead of Uncle Sam.

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Beneficiary Review Form Post SECURE Act