
Case Study: 401(k) Beneficiary Designations
🌹J E Y J E Y 🌹
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Business & Finance
Description
<p>Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change how his 401(k) is distributed should something happen to him. </p><p>Read the Article: <a href='https://www.henssler.com/securing-your-legacy-understanding-beneficiary-designations-for-401ks-and-iras'>https://www.henssler.com/securing-your-legacy-understanding-beneficiary-designations-for-401ks-and-iras</a> </p>