Beneficiary change - PowerPoint PPT Presentation

RETIREMENT PLANNING FOR THE SELF-EMPLOYED PROFESSIONAL OR BUSINESS OWNER

RETIREMENT PLANNING FOR THE SELF-EMPLOYED PROFESSIONAL OR BUSINESS OWNER. Understanding the Market. Hidden Cost of Business . Business owners have sacrificed the steady income they could have received as an employee.

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511 views • 38 slides

Beneficiaries

Beneficiaries. Beneficiaries. What is a Beneficiary? Person named by the participant in an insurance policy or pension plan to receive any benefits provided by the plan if the participant dies. Beneficiaries. Why is naming a beneficiary important?

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322 views • 17 slides

529 Planning Qualified Tuition Programs 10+ Years Later

529 Planning Qualified Tuition Programs 10+ Years Later. Estate Planning Council Hampden County February 12, 2013. The Basics. Prepaid Tuition Plans College Savings Plans. The Basics. It’s a Gift (to beneficiary) It’s not in Estate (of owner) Owners own. Beneficiaries are fungible

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257 views • 16 slides

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