Who should inherit your IRA or 401(k)? See that they do.
Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You know … I’m not totally sure.” Whatever your answer, it is smart to periodically review your beneficiary designations.
Daniel Shub, AIF®, RFC®
Wealth Advisor & Founder.
OCTO Capital Wealth Management
Will I have enough money to retire and stay retired?
In this short exercise, answer questions about yourself and your future objectives. We can build a plan to help you get there.