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Anh Tran, CFP®, Esq.
LPL Research
June 14, 2021
Published by
Anh Tran, CFP®, Esq.
on
June 14, 2021
Naming Beneficiaries after the Passing of the Secure Act
The Secure Act was passed on December 19, 2019, and it made a significant change to the “stretch” provision for most non-spouse designated beneficiaries for retirement
[…]
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