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  • Adam Bartsch

Options For Naming Beneficiaries of Your IRA

About 40 years ago, there was a monumental shift in retirement planning in this country. Traditional pension plans, in which employers set aside funds and promised a fixed monthly retirement payout based on an employee’s years at the company and salary level, gave way to defined contribution plans and individual retire- ment accounts (IRA). In these latter arrangements, the cost burden and investment risk shifts to the employee, who sets aside income, invests the money, and hopefully has a sizable pot of funds available for withdrawal to carry them through their retirement years.

To read more, please click the PDF below...

2017 - 05, IRA Beneficiary Designations
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