Choosing Your IRA Beneficiary PC1348-Digital

RETIREMENT PLANNING

IRA BENEFICIARY

Choosing Your IRA Beneficiary

Whether you have a traditional or Roth IRA, you are advised to select primary and contingent beneficiaries who will inherit your account if you die before the account is depleted. You may choose your spouse, another family member, trust, a charitable organization, or some combination of the aforementioned options. Carefully selecting your beneficiary may help maximize your account for generations. This is why it is important to regularly review your beneficiaries each year.

Wealth | Investments | Planning Commerce Trust Company

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