While you gave thanks for all of your blessings this holiday season, did you also take a moment to think about your beneficiary forms?
Although a will
controls the distribution of some assets, your beneficiary forms, not
your will, controls the distribution of your IRA and 401(k) assets.
It’s important
to conduct a Beneficiary Review at least once per year to make sure you have
named or removed all of the beneficiaries you want.
You can also
preserve an opportunity for your loved ones to stretch RMDs over their
individual life expectancies. Using a Multi-Generational IRA distribution
strategy, those inherited retirement assets continue to grow tax-deferred or
even tax-free in the case of a Roth IRA.
Your local
retirement distribution expert can help you with a Beneficiary Review - make an
appointment for this FREE service today.
No comments:
Post a Comment