How to Use Custom Beneficiary Forms for Your Retirement Account

Custom Beneficiary Form | The Pollock Firm LLC

If you have an IRA, 401k, 403b, or other retirement account, chances are that you’ve completed a standard beneficiary form. Simply put, it designates who should receive the account upon your death. Most of these forms are very simple, and it works for most people. However, every once in a while you may need something […]