Don’t Let Your Ex Take Your Heart and Your Money

February 3, 2017October 4, 2019 ~ RPAG

Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away? When you enrolled in your retirement plan, you were asked to select a beneficiary to receive your retirement plan assets in the event of your death. This step may be more … Continue reading Don’t Let Your Ex Take Your Heart and Your Money

No Beneficiary Designation. Who Gets The Money?

February 1, 2017October 4, 2019 ~ RPAG

According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets of U.S. households investing at least $100,000.¹ Both state and federal laws govern the disposition of these assets, and the results can be complicated, especially when the owner of the account has been divorced and … Continue reading No Beneficiary Designation. Who Gets The Money?