5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

May 18, 2023 Beneficiaries are an important part of a well-thought-out retirement plan. While it may seem like naming beneficiaries is a simple task, there are some areas in this process that are easy to overlook, which could cause major complications down the road. In this episode, we’ll address five common beneficiary mistakes. We’ll bring these mistakes to your attention and explain why these could damage your retirement if you’re not careful.