AMJ Financial Blog

Tag Archive: beneficiary

Avoiding Spousal Beneficiary Mistakes

Spousal beneficiary mistakes are common, and making financial decisions in a time of grief can be especially challenging. Factors such as your age and income needs should be considered prior to making any changes to an inherited spousal IRA. For more key considerations, click here to download “Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps”… Read More

Planning for Multiple Beneficiaries – 5 Easy Steps

If you have more than one person in your life that you’d like to include in your legacy plan, you may be considering listing multiple IRA beneficiaries. While this option is a great way to leave your assets to multiple loved ones, it can also leave your beneficiaries in a messy situation if not set… Read More

Beneficiary Checklist

After working your entire life to build a legacy, ensuring that your estate is handled properly once you’re gone should be a key consideration as you develop your retirement plan. Beneficiary forms play a critical role in how your assets are handled, and if they are outdated or filled out incorrectly, your assets could be… Read More

Planning for a Disclaimer in 5 Easy Steps

Planning for a Disclaimer in 5 Easy Steps Saying “no thanks” to an inheritance might seem like a crazy idea to most, but don’t count it out until you know all the benefits. A disclaimer allows a beneficiary to refuse an inheritance, and as long as the rules are followed properly, it also lets the… Read More

Categorized in: Uncategorized | Tags: , ,

The Markets – August 25, 2014

AMJ Financial Wealth Management Weekly Market Commentary August 25, 2014   The Markets What do Harry S. Truman and Hindu goddesses have in common? Both were invoked to describe Federal Reserve Chairwoman Janet Yellen’s speech at the Jackson Hole Economic Policy Symposium last week. In her opening comments, Yellen confirmed the economy had improved and… Read More