Review Your Beneficiaries

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Do you have an IRA, brokerage accounts or a life insurance policy?

It is so important to check the beneficiary designation on your IRA, your brokerage accounts and any life insurance policies. If you have not looked at them in a few years, review them now to make sure they are up to date. If you do not recall if you designated a loved one, even more the reason to review your beneficiaries now.

When was the last time you reviewed your beneficiaries?

Major life changes, (such as marriage or divorce, or a birth or death in the family) or a major financial change (such as receiving an inheritance or retiring) are not the only time to review your beneficiary designations.

Source: FMG - The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.