Posts Tagged ‘beneficiary designation’


The Right Beneficiary

Icon Provided by Joseph Regenstein IV, CMFC on December 9, 2011

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 [...]

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