Tag Archive: beneficiaries

Designate beneficiaries to avoid unintended consequences

Written by August 24, 2016

After your death, the disposition of retirement accounts, life insurance policies, annuities, and accounts at financial institutions are governed by beneficiary designations. If those designations are outdated, unspecific, or wrong, your assets may not be distributed the way you would like. Here are items to consider.   Be specific and stay current. When you name a beneficiary, your assets can...

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