vidar-nordli-mathisen-s-vhziQHngM-unsplash

Beneficiary Rules

Having the RIGHT Beneficiary designations has always been extremely important. Today it’s MORE important for your IRA’s, 401k’s and other retirement accounts!

Here are just a handful of the things that we'll discuss:

  • 10 year rule
  • Stretch IRA
  • Keeping beneficiary forms up to date

THIS WEEK’S OFFER:

Your Retirement Income Planning Checklist Thumbnail (booklet version)

Get your complimentary copy of Retirement Income Planning Checklist