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Importance of Keeping Your Retirement Beneficiaries Up-to-Date
ARTICLE | June 25, 2025
Authored by Vasquez + Company
Retirement plans and life insurance policies often ask you to choose who should receive your assets when you pass away. While the importance of a will or trust is widely recognized, beneficiary designations can sometimes be overlooked—even though they often take priority over the instructions you may have put into a will. If these designations are not kept current, the end result can be assets being delivered to people you no longer wish to benefit, or to beneficiaries who are not prepared to manage an inheritance. This article explores the critical role beneficiary designations play in an overall retirement and estate plan, along with the consequences of failing to update them.
Read the full article here.
Our firm provides the information for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. This article is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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