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
retirement
Planning for Retirement: Federal Employees
Federal employees thinking about retiring before 2020 need to get planning. Now. My clients frequently ask about preparing for their retirement. I’m all about planning. Getting prepared for what might be ahead is a wise way to go. As Benjamin Franklin told us, “If you fail to plan, you are planning to fail!” Federal employees are being advised to plan for their retirement … [Read more...] about Planning for Retirement: Federal Employees
