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Understanding Self-Directed IRA & 401(k) Beneficiary Rules

Investors with a 401(k) or IRA account might not be able to control stock market performance, but there are definitely other things that are totally within their realm of influence, including some of the most basic aspects of account management, like naming beneficiaries and handling rollovers when you retire or switch employers. While this might sound simple enough on the surface, many investors wind up unknowingly disinheriting their loved ones, or leaving investments in a stagnant 401(k) that is heavily invested in low-performing stocks and bonds.

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