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The Finance Gourmet

Personal Financial Advice from a former Certified Financial Planner

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Understanding How Beneficiaries Work

July 18, 2017July 18, 2017 by Finance Gourmet

As a financial advisor, I used to review client’s paperwork when they came in for an appointment. Among many other things, I always made sure to go over was to review beneficiaries of my client’s accounts. Or, more to the point, I TRIED to review the beneficiaries on my client’s …

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Categories Insurance Tags 401k, annuities, estate planning, Insurance, IRA, life insurance, roth ira, will

Review IRA Beneficiaries

February 28, 2014November 12, 2013 by Finance Gourmet

When I was a financial planner, there were a lot of little things that came up over the years that I realized went unnoticed by the vast majority of people, no matter how well educated they were in finance and investing. Understanding, setting and updating the beneficiaries on accounts like …

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Categories Retirement Tags 401k, estate planning, IRA, IRS, Retirement, roth ira, will

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