Who Will Get Your IRA Assets?
Who will get your IRA assets…your family, your estate, or the IRS? Beneficiary designations are an important step in taking care of your loved ones. Have you named your IRA beneficiaries? Many assets pass by beneficiary designation and there are several factors to consider when naming beneficiaries. Understanding the options can help you make a well-informed decision about naming your beneficiaries and what will happen to your assets.
Beneficiary planning ensures that the person(s) you selected will receive the assets. Join us in learning how to take charge and feel confident in planning for your legacy.
When
Wednesday, March 29, 2023 - 12:00-1:00 pm
Where
NEFCU Financial Group - Online
Presenter(s)
Phil Hahn, Regional Vice President, Security Benefit & Kris Daudelin, CFS Financial Advisor, CUSO Financial Services L.P.
Additional Information
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.