Retirement Plan Beneficiaries

To avoid unintentional consequences, please review the beneficiaries of your 401(k), 403(b), annuities, pensions, IRAs and life insurance policies to account for life changes such as marriage, divorce, the death of a spouse or the death of a beneficiary.

As well, favorable rules apply when you name contingent beneficiaries on IRAs. Be sure you named contingent beneficiaries on your IRAs.