Series 50: Beneficiaries

Taken from our Series 50 Online Guide

Beneficiaries

Contributors name an initial beneficiary. There is no age limit on the beneficiary, and the contributor does not have to be related to the beneficiary. Contributors can even set up a 529 plan for themselves.

Contributors can name subsequent beneficiaries if the original beneficiary does not need the money or is taken off the plan. In this case, the contributions will be

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I had the Series 50 study guide memorized backwards and forwards, but still found the exam to be extremely difficult. I think the study guide still needs a lot of refining to cover more of the exam content, but I sure as heck wouldn't have passed the exam without it. Found the Solomon study guide to be absolutely necessary, but still in need of considerable improvement.

Delaney Ridgley, Raftelis. Charlotte, NC

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Elizabeth Hill, Bright Bay Advisors, LLC, Long Beach, NY

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