Estate Planning

Three American flags on flagpoles flutter in the wind against a clear blue sky. The sun shines brightly, partially obscured behind one of the flags, creating a glowing effect. A landscape with trees is visible in the distance at the bottom of the image, reminiscent of planning for your 401k beneficiaries' future.

Get This Right! 401(k) Beneficiaries

Once you meet the eligibility requirements for your employer’s retirement plan, you have the opportunity to start contributing toward your financial future. This milestone also ushers in a number of important decisions. There are exciting choices such as how much to contribute, the selection of pretax or Roth deferrals, and how your money should be invested. There are also more sobering choices such as who should be designated as beneficiary when you pass away. Saving

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