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The Importance of Naming the Right Beneficiary for Your IRA

Posted by Lizette Sundvick | Mar 02, 2019 | 0 Comments

Choosing the right beneficiary(ies) of your IRA is one of the most important and crucial decisions you can make in estate planning. Choose wisely and you can ensure your legacy is passed on and your heirs receive huge benefits through tax-deferred growth. Choose poorly (or not choose at all) and your assets could go to the wrong people, get paid out too quickly and/or could get hit with high estate taxes. The right choice for one is not necessarily the right choice for another. Sundvick Legacy Center is here to answer your questions and present your options.

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