At least once a year, check the beneficiary designations for your retirement accounts, IRA, annuities, etc. to make sure that those assets pass to the correct beneficiaries. #TuesdayTip

At least once a year, check the beneficiary designations for your retirement accounts, IRA, annuities, etc. to make sure that those assets pass to the correct beneficiaries. #TuesdayTip
© 2023 · Robin Lloyd & Associates. Site by Squared Studios. | Privacy Policy
Leave a Reply
Your email is safe with us.