Category Archives: Retirement Plan

5 Retirement Plan Beneficiary Mistakes to Avoid

5 Retirement Plan Beneficiary Mistakes to Avoid

This article was originally published in, and has been reprinted with permission from, Retirement Daily. When you die, you want to make sure that your assets are distributed to your intended beneficiaries. The transfer of retirement plans at death is controlled by beneficiary forms associated with individual plans. Beneficiary forms supersede all other estate planning documents. Directly…

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