IRA New Year's ResolutionsSubmitted by Madison Planning Group on December 7th, 2018
As 2018 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement account are in order?
You should review your beneficiary forms annually in case any changes need to be made. Additionally, there are several other steps you should take to make sure that everything is organized and in place for your beneficiaries.
CLICK HERE for a list of items to consider.