50-50
Loss of a Loved One
2024-12-01T00:00:00.000Z
true
We Are Sorry for Your Loss
On behalf of all of us at MissionSquare, please accept our sincere condolences. MissionSquare is dedicated to helping individuals achieve their financial goals. We want to help ensure that those they were close to are cared for as well.
Resources
- Beneficiary Support Guide
- At-a-Glance Beneficiary Checklist
- Distribution Rules for Inherited Retirement Plan Assets
- Rules When Inheriting an IRA as a Beneficiary
- Inheriting a 403(b) Plan: What To Do and How It Works
- Federal Trade Commission Funeral Planning Guide
Let Us Assist You
Optional Additional Services
No matter what, remember, you are not alone. We are available to help you through this process. You are not obligated, but if you choose to, you can open a MissionSquare account which will allow you to take advantage of a complimentary one-on-one consultation with one of our [small-caps]Certified Financial Planner[/small-caps]® professionals who can help answer your questions or work with you to create a financial plan.