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Mitlin Minute: Beneficiary Designation Review

In this edition of Mitlin Minute we discuss beneficiary designations and the importance of reviewing them on a regular basis.
When was the last time you updated or reviewed the beneficiaries on your accounts.  This is something that is often overlooked, but is crucial to review.
 
 

 
 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Tags: Mitlin Financial, Financial Future, Mitlin Minute, Goals, Financial Goals, life insurance, Financial Plan, Primary Beneficiary, Contingent Beneficiary, Roth IRA, IRA, Retirement Plan Account, SEP IRA, Simple IRA, Beneficiary Designation, Beneficiary Review