FAQs

Mutual Funds

11 Jan 2019

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The ownership of a mutual fund account can allow for beneficiaries depending on how the account is registered. For example, mutual funds are frequently offered by retirement plans such as a 401(k) or an individual retirement account (IRA). You can also own a mutual fund account with a transfer-on-death (TOD) registration that allows for beneficiaries. College savings accounts, or 529 savings plans, also have beneficiaries.

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