Beneficiary Designations for Your 401(k)

Are you confident that your 401(k) beneficiary designations are up to date and aligned with your estate planning goals? This essential video dives into why reviewing these designations regularly is critical for protecting your assets and ensuring they go to the right people.

Discover:

• What beneficiary designations are and why they take priority over your will
• The types of beneficiaries you can designate and how they impact your estate plan
• Key life events that should prompt you to update your designations (like marriage, divorce, or a new child)
• How proper designations can help avoid probate and reduce tax implications for your heirs
• The importance of aligning your beneficiary designations with your overall financial and estate planning strategy

Watch now to learn how to protect your legacy and ensure your wishes are honored. As always, our team at Bayntree Wealth Advisors is here to help—contact us with any questions!