7 Things You Must Know About Selecting Beneficiaries

Are you sure your beneficiaries are correct on every retirement account?

You might be surprised!

No matter how thorough you believe your estate planning is, the only document that matters to the custodian of your retirement accounts is the beneficiary designation form.

Use this guide to learn 7 things you may not know about designating your beneficiaries.

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Learn the 5 Mistakes!