August 18, 2017

Planning for Multiple Beneficiaries - 5 Easy Steps

If you have more than one person in your life that you’d like to include in your legacy plan, you may be considering listing multiple IRA beneficiaries.

While this option is a great way to leave your assets to multiple loved ones, it can also leave your beneficiaries in a messy situation if not set up properly.

Maintaining separate accounts for each beneficiary can lead to additional fees and paperwork, but it could save your heirs unnecessary headaches down the road. It’s important to understand all of the options available to you and your family so that you can make the most of your inheritance.

Click here to download “Planning for Multiple Beneficiaries in 5 Easy Steps.”

For professional assistance with your beneficiary designations or estate planning needs, please contact our office at 703-466-0477 to schedule an appointment.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.


Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC