Tax Principal, Andrea Nodoro CPA, discusses why it's important to review the beneficiary designations on retirement accounts and life insurance policies when a life-changing event has occurred. Additional account beneficiary designations you should review if a life-changing event occurs include IRAs, 401Ks, and life insurance policies. This is especially important when there is a major change in your life do to marriage, divorce, birth or adoption of a child, or death of a spouse. Don't forget to review your will as well.
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