February 26, 2018

35 Retirement Planning Mistakes That Waste Your Money

Having Incorrect Transfer-on-Death and Payable-on-Death Designations

If you have a trust or estate plan, Fidelity recommends double-checking your transfer-on-death (TOD) and payable-on-death (POD) designations to ensure they match your will.

“Some people might not realize that a TOD- or POD-titled asset overrides whatever is stated in a will,” reports Fidelity.

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