http://infograph.venngage.com/view/84f692fd-36b6-4f01-af79-97f2717ccf0f
A few months ago I created this info-graphic but haven't gotten around to marketing with it. Today at dinner, a long-time friend and HR Retirement Specialist brought up the matter of the retirement account passing to surviving SPOUSE by law (her eighty-Plus soon to be retired father recently remarried... alrighty then); without a spousal waiver the new step-mom stands to inherit a size-able sum ($xxx,000.00). Yeah.
I need to rewrite the IRA beneficiary part of my infographic (wait until then to borrow/steal)!
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