IRAs and Qualified Plans are beneficiary designated assets. Like an automobile, these assets may be driven to one of many possible destinations. The question is where? The answer depends on the plan participant’s goals and desires, the needs and circumstances of the beneficiary, whether the beneficiary is a person or an organization, and other factors. Gaining a working knowledge of how and why proper beneficiary designation is the driving force behind estate planning for retirement plan assets is essential to long-term success in planning.
- Elville and Associates and the Institute on HealthCare Directives Partner to Offer MIDEO® to Firm’s Clients
- MAY 2019 VOLUNTEER OF THE MONTH – OLIVIA HOLCOMBE-VOLKE
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