In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
There’s plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.
You’re closing in on retirement, but you’re not there yet. Are you on track?
Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.
A comfortable, secure retirement is one of the biggest financial goals you can strive for. Therefore, as you’re saving and investing in pursuit of it, it’s crucial to separate fact from fiction—otherwise, your plan could go off track.
All fields marked with an “ * ” are required
