These 2 Words Could Send Your Retirement Money to the Wrong Beneficiary | #CornerInsure # | “Per stirpes” vs. “per capita.” Making the wrong choice could cause an estate planning disaster. (by: Taylor Schulte, CFP)
One little-known election on your retirement accounts, the choice of per stirpes vs. per capita, could even send your retirement money to the wrong beneficiary or cut someone you love out of receiving anything at all. Now that’s uncomfortable.
It’s best to be safe than sorry! Find out more about your retirement electives: click here!