TOD Beneficiary Designations

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We’ve received a number of inquiries from investors in IRAs regarding the beneficiary designations. The PHT’s TOD Beneficiary designations will not work for IRAs. An investor who holds his or her LPI investments in an IRA cannot use our beneficiary form. The IRA custodians have forms that investors can use to designate beneficiaries. If an investor through an IRA wants to designate or change a beneficiary, he or she will need to contact the IRA custodian