Along with tax planning, you should make sure your beneficiaries are up to date.. use this form to help you stay organized this year:
Important Disclosures:
This information is not intended as authoritative guidance or tax advice. You should consult with your tax advisor for guidance on your specific situation. Make sure you are working with a qualified,
competent financial advisor for your beneficiary planning needs.
Ed Slott and Company is not affiliated with LPL Financial
Copyright © 2023 Ed Slott and Company, LLC. Reprinted with permission Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information.