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Financial Fitness:

Naming Your Beneficiary

I help clients through life situations that impact your financial fitness.

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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 need guidance on IRAs or retirement planning, contact me. Or schedule a free call now online.

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