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Making the Correct IRA Beneficiary Designation
Download our free reference to help clients make the right choices.

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Designating an IRA beneficiary is a critical component of comprehensive estate planning. There’s no standard one-size-fits-all approach, and making the wrong choice can be costly.

Whether your clients select an individual, trust, or charity as a beneficiary, it’s important that their designations are in line with their overall financial goals and wishes. Our guide outlines the major considerations for helping your clients choose wisely, including:

  • Tax consequences and estate rules
  • Minimum distribution requirements
  • Contingent beneficiaries

Send me my free copy of Making the Correct IRA Beneficiary Designation.