Update Your Beneficiaries

Posted on 12. Sep, 2011 by Bryan Schurter in Tax Financial Planning

When was the last time you checked/updated the beneficiary information on your retirement accounts, pension plans, and life insurance policies? If it’s been a while, now may be a good time to go through some of your records and double-check to make sure that the beneficiaries listed on your accounts are the ones you want. [...]