As 2021 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement account are in order?
You should review your beneficiary forms annually in case any changes need to be made. Additionally, there are several other steps you should take to make sure that everything is organized and in place for your loved ones. For a list of items to consider, click here to download “IRA New Year’s Resolutions .”Have questions about organizing or optimizing your financial life? Contact our office at (425) 252-4032 to schedule a time to discuss how we can be of help in identifying and reaching your goals for the new year.