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Who Is On Your List?

Who Is On Your List?

October 14, 2022

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this yearas last? Life can change in the blink of an eye, and it’s important that you have a record (i.e., a will or trust) of who gets what in case something happens to you.

Do you need to review your beneficiaries or your retirement planning? I'm here to listen and help. 

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So, What's the Deal?

Usually, a will or trust can govern all assets. But an IRA can work differently. In most cases, an IRA owner must complete a beneficiary form. This form can come either from the custodian, the company holding the account, or the third-party administrator (the company that keeps the retirement plan records, also known as a TPA). This IRA beneficiary form really matters because if the named beneficiary on your IRA account is different than the one on your will and trust, your intended heir(s) won’t receive those IRA funds. 

We’re passionate about ensuring your money is aligned with your needs and goals. So if you have questions about beneficiaries, IRAs, retirement planning, or other financial topics, just give us a call. We’re happy to help.