Planning for Life

Check Your Retirement Plan Beneficiary Designations!

Posted by Harry S. Margolis on April 1, 2021

By Harry S. Margolis
 
check-your-retirement-plan-estate-beneficiaries-estate-planning-attorney-Wellesley-MA-02481
Yes, I know, checking your retirement plan beneficiaries is tedious, but if you haven't done so recently (let's say, in the last five years), now's the time. This applies to all your retirement plan accounts, whether 401(k)s, 403(b)s, or IRAs. Your circumstances or those of your named beneficiaries may have changed, meaning that you need to adjust who you name as beneficiaries of your plans.
 
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Topics: Retirement Benefits, life insurance

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