Naming the beneficiaries of your retirement assets may seem like an obvious task to complete as you plan for the future, but it is often also one of the most overlooked. Failing to properly update your beneficiary forms can compromise the legacy you worked so hard to build.
”For professional assistance with your beneficiary forms, contact our office at 877-714-2362 to schedule a time for a visit.
Interested in learning more? Enroll in our free online workshop today:
For more IRA Expertise, contact us!
Walter F. Pardo, Founding Partner
An Ed Slott Master Elite IRA Advisor
22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938
Phone (877) 714-2362 | Fax 1 + (908) 325.0008