Avoiding IRA Beneficiary Mistakes
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February 21, 2013 - 1:52am
Investing Daily Article of the Week
by Bob Carlson, Investing Daily
Most IRA owners want their loved ones to benefit from at least part of their IRAs. Many of them would be disappointed if they knew what actually happens to their IRAs and how easy it would have been to avoid the most common problems with simple, low-cost actions. Reviewing beneficiary designations is an important part of your financial plans. Do it for more than your IRAs. It also needs to be done for 401(k)s, employer benefits, annuities, and life insurance.
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