The Right Beneficiary
Provided by Joseph Regenstein IV, CMFC on November 18, 2009
Who have you chosen to inherit your assets?
It may be wise to review your choices.
Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity?
You may be able to answer such a question quickly and easily. Or you may be saying, “You know … I’m [...]
Tags: 401 k, beneficiaries, beneficiary designation, beneficiary designations, custodian, insurance policies, life insurance policy, living trust, probate, retirement plans
