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Re: Boomtimers...end of life documents
Posted by NVLSlady/VA of VA on 12/16/18 7:43pm Msg #601247
http://infograph.venngage.com/view/84f692fd-36b6-4f01-af79-97f2717ccf0f

A few months ago I created this info-graphic but haven't gotten around to marketing with it.
Today at dinner, a long-time friend and HR Retirement Specialist brought up the matter of the retirement account passing to surviving SPOUSE by law (her eighty-Plus soon to be retired father recently remarried... alrighty then); without a spousal waiver the new step-mom stands to inherit a size-able sum ($xxx,000.00). Yeah.

I need to rewrite the IRA beneficiary part of my infographic (wait until then to borrow/steal)!

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Messages in this Thread
 Boomtimers...end of life documents -  Cheryl Elliott on 12/13/18 3:03pm
 TY for sharing experience... good reminder. - NVLSlady/VA on 12/14/18 9:16am
 Re: TY for sharing experience... good reminder. - Luckydog on 12/14/18 10:26am
 Re: Boomtimers...end of life documents -  MonicaFL on 12/14/18 9:32pm
 Re: Boomtimers...end of life documents -  Cheryl Elliott on 12/15/18 9:36am
 POA... end of life documents - Signerbill on 12/15/18 5:11pm
 Re: Boomtimers...end of life documents - Signerbill on 12/15/18 1:05pm
 Re: Boomtimers...end of life documents - NVLSlady/VA on 12/16/18 7:43pm
 Sorry... - NVLSlady/VA on 12/17/18 7:27am



 
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