BOSS is an acronym to refer to the four key people everyone must consider with respect to retirement planning.
BOSS stands for: Beneficiary, Owner, Spouse, Survivors
Without proper beneficiary designations, your retirement assets could default to your estate.
This would destroy the opportunity for your heirs to enjoy a Multi-Generational distribution strategy.
This strategy allows heirs to “stretch” distributions over their individual life expectancies while the remaining retirement assets continue to grow on a tax-deferred basis.
Boss reviews are offered by retirement distribution experts.
BOSS reviews should be scheduled once a year or whenever a life changing event such as a birth , death, marriage or divorce takes place.
To schedule your complimentary BOSS review, please reach out to us. We are here to help. Call us at 949-474-8440.