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Webinar on Social Security in 2016

The Social Security landscape changed dramatically last year when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new Social Security rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies. Join Joe Anderson, CFP® and David Cook, CFP® for a one-hour webinar to learn how the recent changes may affect you. Free download - The Social Security Handbook: If you would like to schedule a free assessment with one of our CFP® professionals, click here: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment a

Who inherits my Individual Retirement Account (IRA) if I do not name a beneficiary?

Who inherits my Individual retirement account (IRA) if I do not name a beneficiary? You have to look to the contract with the IRA custodian to see what their default language is regarding who would inherit your IRA if you do not name a beneficiary. Some companies automatically default to the spouse. If there is no spouse, to the surviving children, or sometimes it defaults to the estate. Each company has a different contractual provision regarding this issue. | Kathleen Flammia | Elder Law - Trusts - Wills - Estate Planning | Compassionate Counsel, Expert Advice | Orlando Elder Law Services | | (407) 478-8700 | 2707 W. Fairbanks Ave., Suite 110, Winter Park, Florida 32789... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/who-inherits-my-individual-retirement-account-ira-if-i-do-not-name-a-beneficiary/?fee