Category Archives: Retirement Plan

5 Retirement Plan Beneficiary Mistakes to Avoid

5 Retirement Plan Beneficiary Mistakes to Avoid

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 named, or designated, beneficiaries will be the ones who receive the funds. Beneficiary mistakes can…

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