Make Sure Your Plan Beneficiary Choices Are Up to Date
Estate Planning

Make Sure Your Plan Beneficiary Choices Are Up to Date

Many people periodically update their wills or other estate plans but don’t update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the review should include retirement plan “beneficiary designations” to make sure they aren’t outdated. The following…