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Protect your heirs and retirement accounts
For many individuals, their greatest assets are their retirement plan and their life insurance so when it comes to transferring wealth that’s why it is important to review your beneficiary designations for your 401(k), IRA and life insurance. Why? Because the person you name to receive your retirement accounts and insurance proceeds will override whatever is listed in your will. The attached article outlines how to make sure your retirement nest egg and insurance benefits are safely transferred to the right hands. Read article here…