Beneficiary Designations

December 24, 2016

Have you taken a look lately at how beneficiaries are designated on your retirement accounts? Sometimes the paperwork can be confusing. Jim and Chris answer questions regarding these beneficiary designations. They also answer a question regarding removing money from a 401 (k). What funds come out first: contributions, matching funds or gross?

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.