New Year's Resolutions

Happy 2019!

With the new year officially underway, you may be thinking about an array of resolutions you have for the new year. But have you considered resolving to ensure that items related to your retirement account are in order?

Beneficiary forms should always be reviewed 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.

For a list of items to consider, click here to download "IRA New Year's Resolutions."

Have more questions about tax-efficient investment and retirement strategies? Contact our office at 516-294-5287. 

***

Disclaimer:

Any information provided on this blog is accurate and true to the best of our knowledge, but omissions, errors, and mistakes are a possibility. The information presented on this blog is for informational purposes only and should not be seen as financial advice. Consult with a financial professional before taking any sort of action on the information present in this blog. We reserve the right to change how we manage and run this blog and we may change the focus or content of this blog at any time.