Disaster-avoiding strategies for retirement beneficiaries
May 9, 2014 by Tom Nawrocki
Most clients name the beneficiaries for their retirement savings plans with careful consideration and in good faith. And most of the time, that’s a safe and easy thing to do, with little opportunity for disaster.
But there is one mistake that is easy to make and seems so harmless the client might not even mention it, though the error could result in hardship and risk of asset loss for the client’s heirs.
Originally Posted at LifeHealthPro on May 9, 2014 by Tom Nawrocki.
Categories: Industry Articles