Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. However, that could be a big mistake.
Can a living trust be the beneficiary of a Roth IRA?
Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.