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Things to Think About

    • ARE YOU PROTECTING YOUR FAMILY IF SOMETHING WERE TO HAPPEN TO YOU?

 

    • WHAT IF YOU SUDDENLY BECAME DISABLED AS A RESULT OF AN AUTOMOBILE ACCIDENT?

 

    • DO YOU HAVE A WILL AND/OR A TRUST?

 

    • DO YOU HAVE A PENSION PLAN OR AN IRA?

 

    • DO YOU KNOW THE RULES GOVERNING DISTRIBUTIONS FROM IRAs OR PENSION PLANS?

 

    • DO YOU KNOW THAT YOUR WILL OR TRUST DOES NOT CONTROL WHO GETS THE DISTRIBUTIONS FROM AN IRA OR A PENSION PLAN?

 

    • HAVE YOU MADE THE CORRECT BENEFICIARY DESIGNATIONS IN YOUR IRA OR PENSION PLAN? IF YOU DONT, THE MISTAKE MAY NOT BE CORRECTABLE. THERE ARE STRICT TIME CONSTRAINTS IN WHICH THESE DISTRIBUTIONS HAVE TO BE MADE. IF THEY ARE NOT THERE MAY BE PENALTIES AND ADDITIONAL TAXES MAY BE IMPOSED.

 

  • DO YOUR BENEFICIARIES KNOW THE RULES RELATING TO IRAs AND PENSION PLANS?

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