Posted by: Mark Singer CFP®
The end of the calendar year represents the perfect time to do some financial housekeeping, including reviewing (and possibly updating) your beneficiary forms. Making sure beneficiary designations on retirement accounts are correct isn't difficult, but it's something many people neglect to do. Not keeping those designations up to date is also one of the easiest ways to derail your retirement planning efforts.
Continue Reading →Tags: Mark Singer, Investments, Beneficiary, IRA, IRS
Many Baby Boomers are concerned that they may not be able to retire in the manner they had envisioned 10 years ago. But what if these concerns are unfounded? What if they don’t have all of the facts and are letting their emotions guide them? What if they could retire, and just don’t have the tools to understand this properly? This site is designed to offer up some guidance for those serious about doing the work necessary to find out if they are truly on track for a successful retirement.
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