Financial Fitness
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I help clients through life situations that impact your financial fitness.
Have You Named Your Beneficiary?
In this video, I address 5 issues that come up when naming your beneficiary. It’s vital that you have properly named your beneficiary for your IRA, 401K, pension, or life insurance.
- Can you locate your policy or pension statement? Is it filed to make it easy to see the proper beneficiary
- Have you properly labeled your current beneficiary?
- Do you have contingent beneficiaries named?
- Do you have special circumstances to consider?
- Have you consulted with your tax advisor?
If you or a friend need guidance, contact me. Or schedule a free call now online.
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