A recent article in the Wall Street Journal serves as a good reminder of the importance of creating and also revisiting your beneficiary designations. Typically, when you buy life insurance, sign up for employer-paid life insurance or open a retirement account, you’re asked to designate either a person or entity to receive the proceeds after …
What about that IRA?
As we transition into the second half of the year, now is a good time to reflect on and review the wealth plan you have currently in place. When it comes to retirement planning, the SECURE Act that was passed in December 2019 established some wide-ranging changes to the treatment and handling of retirement accounts. …
