Beneficiary Designations for Traditional IRAs and Retirement Plan

Beneficiary Designations for Traditional IRAs and Retirement Plans

If you have a traditional IRA or participate in an employer-sponsored retirement plan such as a 401(k) plan, you are generally required to complete a beneficiary designation form with the IRA custodian or plan administrator.

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, a Broker/Dealer, Member FINRA/SIPC. Cambridge and Flagship Capital Advisors, LLC are not affiliated.

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Mitch is an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., an SEC registered investment advisor. Mitchell J Thompson and Associates and Cambridge are not affiliated.

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