Downs Law Firm, P.C.

Retirement Plans

Beneficiary designation

Are My Beneficiary Designations Trouble?

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. However, these forms can create confusion, unintended bequests, and family turmoil if not adequately monitored.

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Relocating when you retire

Relocating When You Retire? What You Need to Know

One of the great things about being retired is that you no longer have a job tethering you to a particular location. You have the freedom to move. However, just because you can pick up and go, doesn’t mean it’s a good idea to go just anywhere.

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