IRA Beneficiary Designation Flow chart

Imefungwa Ilichapishwa Miaka 5 iliyopita Kulipwa wakati wa kujifungua
Imefungwa Kulipwa wakati wa kujifungua

Looking to have a series of about 5 powerpoint slides or so, or even just one I can then modify. but the primary concept is showing a financial planning client how their current beneficiary designations would work. ex. owner dies, funds go to spouse, owner and spouse have died, funds go to children, etc. Would ultimately want a slide for different scenarios.

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