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Are Your Beneficiary Designations Up to Date?

September 27, 2018 by Nick Leave a Comment

beneficiary-designation-goff-financial-houston

Here’s a simple financial question: Who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.” It is a good idea to periodically review your beneficiary designations. Your choices may need to change with the times. When did you open your first IRA? When did you […]

Filed Under: Estate Planning, Financial Advisor, IRA, Retirement, Roth IRA, Trust Funds, Wealth Management Tagged With: beneficiary

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