IRA Beneficiary
40. Estate Plan Components (Conclusion)
Finally, keep in mind that whom you name as beneficiary of your tax-deferred plans is just one of several pieces that must fit together for a successful estate plan.
Our years of experience have clearly shown that the best results are generated when all the pieces - tax-deferred accounts, IRAs, life insurance, investments, business interests, real estate and other assets - fit together in a coordinated plan.