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Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity?
Tags: Annuity, Assets, Beneficiary, Beneficiary Designation, Beneficiary Designations, Bequests, Choices, custodian, Eighties, Estate, Estate tax in the United States, Financial Question, Inheritance, Insurance, insurance policies, IRA, Life insurance, life insurance policy, Living Trust, Paper Shuffle, Pete Mitchell, Priorities, Priority, Probate, Real property law, Retirement Plans, Taxation in the United States, Time Has A Way, Trust law
As retirement approaches … money decisions become increasingly major. One big decision concerns what to do with the money in your company retirement plan.
Tags: 401, 401 K 403 B, Assets, Attractive Option, Company Retirement Plan, custodian, Direct Rollover, Financial economics, Guidance, Individual Retirement Accounts, investment custodian, Ira Rollover, IRA trustee, Lump Sum, Money Decisions, Mutual fund, Pension, People, Pete Mitchell, Pete Mitchell Inc., Plan Administrator, qualified financial advisor, Registered Investment Advisor, Retirement, retirement plan administrator, Rollover, Rollover Ira, Roth IRA, Taxes, Traditional IRA, Transfer Money, trustee
