Effective estate planning includes reviewing beneficiaries on IRA and taxable accounts every 12 months. pic.twitter.com/i6slwiBuHM
— Michael Vodicka (@MikeVodicka) February 11, 2026
Review Beneficiaries Every 12 Months
ABOUT THE AUTHOR
Michael Vodicka
Michael Vodicka is the president and founder of the Vodicka Group Inc., a licensed investment advisor (Series 65) and a financial journalist.