Is Your Spouse Your Beneficiary?

If you have IRA accounts, have you named your beneficiaries and are they up to date? The consequences of not having your beneficiaries up to date could be tragic, especially if you left out your surviving spouse!


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

  • The importance of keeping your beneficiaries up to date
  • Special IRA beneficiary choices for the surviving spouse
  • How RMD’s are calculated on an IRA for the surviving spouse


Your Retirement Income Planning Checklist Thumbnail (booklet version)

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