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  2. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    The TOD beneficiary typically receives the transfer of your assets within three to six weeks after providing a death certificate to the brokerage firm. Taxable investment account in a trust

  3. Inherited IRA rules: 7 things all beneficiaries must know - AOL

    www.aol.com/finance/inherited-ira-rules-7-things...

    An heir will typically have to move assets from the original owner’s account to a newly opened IRA in the heir’s name. For this reason, an inherited IRA may also be called a beneficiary IRA.

  4. What is transfer on death (TOD) for estate planning? - AOL

    www.aol.com/finance/transfer-death-tod-estate...

    The transfer-on-death designation allows your assets to bypass the probate process and pass directly to your named beneficiaries upon your death. A TOD account can allow beneficiaries to focus on ...

  5. What happens to your bank account after you die? - AOL

    www.aol.com/finance/what-happens-to-bank-account...

    Adding a beneficiary or a joint account holder to your bank accounts is a great way to transfer assets to your family in a clear-cut way. You avoid the hassle of probate, and your assets are ...

  6. The IRS just updated the rules for inherited IRAs. What ... - AOL

    www.aol.com/finance/irs-just-updated-rules...

    If the deceased owner of the IRA had a RMD, then the beneficiary's annual distribution will be based on their own life expectancy, with all of the money withdrawn by the end of the tenth year. And ...

  7. What Do My Beneficiaries Need to Know About Trusts & Money? - AOL

    www.aol.com/finance/does-beneficiary-money-trust...

    When your deceased relative created the trust, they set distribution guidelines for the time of distributions or … Continue reading → The post How Does a Beneficiary Get Money From a Trust ...

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