Financial POA for retirement accounts
I think I ready something a while back about how important it is for people to obtain a financial power of attorney for their retirement accounts, in the event they become incapacitated, but do not die. Obviously, if they die, the beneficiaries will receive the retirement money. But, if the owners of the accounts do not die, no one can gain access to the accounts without something like this.
Can anyone tell me where that was mentioned in one of the newsletters? I need to give some guidance to an attorney for my client. The attorney is not familiar with a power such as this.
Thanks so much.
Bill Hamilton
Permalink Submitted by Bruce Steiner on Thu, 2019-07-25 22:06