Beneficiary Forms for 401(k)s

Beneficiary Mistakes — Self-Directed 401(k) or IRA (Part 1)

This post is for beneficiary mistakes within an IRA or 401(k)….self-directed or not. Potential beneficiary mistakes with your self-directed 401(k) or IRA can be very real issues.  With proper planning and maintenance, your beneficiary can greatly benefit from your gift.  With poor planning, it can turn into a curse. As part of proper planning, you should always review your beneficiary…read more →