ERISA savings plans: A cautionary tale for clients

Published Updated 6 Min Read

  1. Surviving spouse, if any;
  2. Surviving children, if any;
  3. Surviving parents, if any; and
  4. The participant’s estate
Ed Slott
Founder

Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on … Read full bio


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