Beneficiary Selection and Designation

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Estate Planning | Beneficiary Selection and Designation | Wiseradvisor.com
Selecting the Best IRA, 401(k), Annuity or other Retirement Type Account Beneficiary

Many individuals drastically underestimate the cost of securing private health insurance when they are retiring early, changing jobs, or as a result of downsizing when pre-existing conditions exist. There are in place...
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Estate Planning | Beneficiary Selection and Designation | Wiseradvisor.com
College Funds and Asset Allocation

Most investors know that they need to stabilize their portfolios as they approach retirement, but not many understand why. The same concept of stabilization for retirement withdrawals over 20 or more years is even more...
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Estate Planning | Beneficiary Selection and Designation | Wiseradvisor.com
Beneficiary Designation Planning: Not As Simple As You Think

Most of us are familiar with the term beneficiary designation, and while the obvious choices such as your spouse, children, or parents come to mind, they may not be the most appropriate choices. Often, beneficiary...
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Estate Planning | Beneficiary Selection and Designation | Wiseradvisor.com
Beneficiary Designations as Estate Planning Tools

Estate planning can be complicated, especially if there is a large amount of assets involved. Indeed, the array of distribution plans available to help you provide for your heirs, minimize taxes, sustain investment growth...
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Estate Planning | Beneficiary Selection and Designation | Wiseradvisor.com
Putting on Heirs-Who Inherits your Retirement Assets?

Do you think it's a lot of work to create an estate plan? It certainly can. However, it may only take a few minutes to create one for your retirement savings. It can take just long enough for you to complete and sign the...
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Estate Planning | Beneficiary Selection and Designation | Wiseradvisor.com
Selecting Beneficiaries

Many assets, including individual retirement accounts (IRAs), life insurance policies, and annuities, can have beneficiaries designated to receive the asset after your death. Make these selections carefully, since they...
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