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.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: