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What is a POD or TOD Account and Do I Need One?

by Jim Schwartz, CFP®, RICP® | Oct 6, 2019 | Legal - Trusts & Estates

What is a POD or TOD Account and Do I Need One? As a widow or widower you may already have experience with a POD or TOD account. Let’s take a look at what a POD or TOD account is, how and why it might be used and, finally, how and when to manage it. The Basics. POD...

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