Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Aug
28

Designating Beneficiaries & Owning an Inherited Retirement Account

retirement-beneficiary

What happens to your Retirement account if you pass away? Retirement accounts offer an advantage in the way they can be passed to your beneficiaries without a costly Trust or extensive Probate of your estate. A beneficiary designation allows you to allocate your hard earned savings to your loved ones in any manner you choose. But, there are pitfalls that should be avoided when designating beneficiaries.

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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.