facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

News & Perspectives

Sign Up for Our Newsletter


Naming Your IRA Beneficiary – More Complicated Than You Might Expect Thumbnail

Naming Your IRA Beneficiary – More Complicated Than You Might Expect

What's more, a periodic review of your IRA beneficiaries is vital to ensure that your overall estate planning objectives will be achieved considering changes in the performance of your IRAs and in your personal, financial, and family situation. For example, if your spouse was named as your beneficiary when you first opened the account several years ago and you’ve subsequently divorced, your ex-spouse will remain the beneficiary of your IRA unless you notify your IRA custodian to change the beneficiary designation.

Planning for Retirement