Retirement and Insurance

Individual Retirement Account

Under IRS regulations, an INDIVUDUAL RETIREMENT ACCOUNT (IRA) may be established through a Bank, Insurance Company or Broker. At death any amount in the account will be paid to the beneficiaries. Consult your attorney, insurance agent, banker, or broker.

Insurance

The local agents of all insuring companies should be promptly notified, and they will provide claim forms. All policies (even those that have lapsed) should be examined, seeking any extended coverage. All policies on the lives of the survivors should be examined to determine changes in beneficiaries.