If the company you selected to manage your IRA or other retirement account is sold or merges with another company, consider submitting a fresh beneficiary designation form. Today I had yet another scenario where the IRA custodian could not locate the beneficiary form post-merger and it is going to make a difference. When completing the form, in addition to the primary … [Read more...] about Confirm Your Retirement Account Beneficiaries
IRA
New Year, Fresh Start
The beginning of a new year is a time when many of us make a fresh start. As you start to pull things together for your tax return preparation, it is a good time to look at your financial record keeping. Were you organized last year in ways that made things simpler for you? If your 2012 system was piles of receipts here and there, maybe your 2013 system can be folders for … [Read more...] about New Year, Fresh Start
