Beneficiary Tax Tip

January 14th, 2019

capture2Review the listed beneficiaries on your retirement accounts, such as 401(k), 403(b), pension and IRA’s. You may need to make changes if you have experienced any life changes such as birth of a child, divorce, marriage, or death of a beneficiary. Make sure you list each beneficiary by name and avoid the phrase ‘all my children.’ Don’t forget to check your will and taxable investment accounts while you’re at it.

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