Many people don’t realize the written beneficiary selection override any will or trust document. We recommend reviewing your beneficiaries at least once per year. This includes combing through your will, trust, insurance policies, retirement accounts and investment accounts.
This information is provided for general information purposes only and is not intended to provide specific investment advice. The information in the articles should not be relied on for tax reporting, accounting, or valuation purposes. Past performance is not a guarantee of future performance. It is not possible to invest directly in an index.
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