A Beneficiary’s Options

23 Apr

As much as it is a difficult part of our job, we do take pride in guiding a recently widowed person through their financial options.  One of the most important is how to re-title and invest proceeds inherited in an IRA or 401(k).

I found this article online and think it is helpful in many ways.

If you or someone you know has been widowed, and they need help, please introduce them to us. We can guide them, without pressure, and help them through their difficult time while making sure mistakes aren’t made.

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