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October 2008 Beneficiaries The beneficiaries of your retirement plans, IRAs, trusts, annuities and life insurance will override any provisions in your wills. You should include a secondary (contingent) beneficiary on these accounts also, so that the right person will get your money if the primary beneficiary cannot. The wording of the beneficiary designations is critical – make sure that you work with financial, legal, and accounting professionals. They may also help your heirs postpone taxes on your retirement accounts. For more information on this topic go to: http://blog.lib.umn.edu/learning/financialplanning. Mark Fischer, Certified Financial Planner Securities offered through Multi-Financial Securities Corporation, member FINRA, SIPC. Fischer on Finance, LLC is not affiliated with Multi-Financial Securities Corporation. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. |
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Financial Planning and Advisory Services provided through Fischer On Finance, a Registered Investment Advisor. Securities offered through Multi-financial Securities Corporation (MFSC) |
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