A recent study suggests that up to 60% of Americans lack wills and simple estate planning documents. While formal estate planning is an essential part of planning how to leave your assets (one that we can assist with) – You also MUST be sure that your qualified assets (401(k), IRA, Roth IRA, 403(b), etc.) have updated beneficiaries.
However your will may divvy up your assets has no impact on the named beneficiary on these types tax-deferred accounts. Without a Retirement Planning Specialist to assist you along the way, you might leave a mess for your children/grandchildren upon your death.
Check out my latest video to learn more:
