Common Beneficiary Mistakes

 
There are some common mistakes that are sometimes made when making legacy planning decisions. So this week we discuss some of these mistakes that could possibly become catastrophic and irrevocable if not corrected. Knowledge can be powerful, so take a little time and listen in as we review some common beneficiary mistakes that could impact your Retirement Roadmap.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.