Hi, My name is Rodger Alan Friedman; I am a Chartered Retirement Planning Counselor and professional financial advisor.
Hi, My name is Joe Wong; I am a Certified Financial Planner, professional Financial Advisor and Chartered Retirement Plans Specialist.
Rodger and I lead a financial planning team at Steward Partners Global Advisory in Bethesda Maryland.
We wrote a special report, The Beneficiary Minefield: 19 Retirement Account Mistakes to Avoid, in the report, we discuss and review the consequences of not paying attention to detail when dealing with the beneficiary aspects of your retirement plans. Whether you participate in an IRA, a 401(k) plan, or another type of qualified plan, this matter deserves your full attention.
If you read carefully and take notes, you will benefit from learning about the mistakes other people have made and can correct your own before it is too late. We share our insights on the best way to handle many issues. We have a combined 45 years of experience in the financial services industry. We have either seen firsthand or heard about the most common mistakes made by people selecting their beneficiaries. There is a wealth of ideas in the report, study, absorb and consider how each of the highlighted mistakes might apply to your retirement plans and your family. Discuss what you learn with your own advisors and take action.
The material in this report may help your family thrive in situations that brought down other families. In fact, the overwhelming majority of Americans have not paid attention to many of the mistakes discussed in this report. As a result, many families have experienced tragic and unnecessary consequences after the death of a loved one.
We developed this report as a tool for your use. Joe and I believe that the more concepts or mistakes you are made aware of, the better position you will find yourself for leaving the family legacy you intend. Your advisor can help you review and refine beneficiary strategies for your retirement accounts. After all, there are rarely do-overs after your funeral. Many, if not all, of the choices you make during your lifetime may be irrevocable after you are gone.
I urge you to visit my website, Rodger on Retirement.com Purchase and download our special report, The Beneficiary Minefield. It just might save the family you love from many difficult choices once you are gone.