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Asked 9/15/2008
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If there is no beneficiary named does it go to the spouse? my husband has 3 different retirement plans that he did not name a beneficiary or have a will when he died. does the money go to the spouse? |
Answer 1/1 - Submitted 9/16/2008
Not necessarily. It is more likely that the accounts will go through the probate process. It is not good when you don't name a beneficiary on a retirement account, it is even worse if you don't name one (a designated beneficiary) before September of the year after the year your spouse died. I suggest you email this question to Ed Slott at www.irahelp.com. He is the foremost expert on this topic.
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