Revisiting Your Beneficiary Designations, Part 5

If you’re like most people, you added beneficiaries to your retirement and other accounts when you filled out the paperwork to open it and haven’t revisited the designations since that time. While you might mistakenly think of this as a ‘set it and forget it’ decision, there are many reasons you should review and update a beneficiary designation regularly.If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." Hosted on Acast. See acast.com/privacy for more information.