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Check Spelling in Retirement Agreement

Check Spelling in Retirement Agreement

Aug 6th, 2022

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How to Check Spelling in Retirement Agreement

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59 votes

In this episode of The Furs Federal fact check, John Raleigh addresses the importance of reviewing beneficiary designations and estate plans. David, a viewer, asks how often he and his wife should review theirs since they updated their wills two years ago to pass their assets to the survivor and, subsequently, their children. Raleigh emphasizes that it is crucial to periodically review beneficiary designations for life insurance, annuities, IRAs, and TSP accounts to ensure clarity in asset distribution. He highlights that, without the owners present, questions regarding asset distribution may arise, and a clear plan helps avoid confusion for surviving loved ones.

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