Planning ahead is an important part of wealth-building. Shasta Power allows you to designate a beneficiary to ensure your investment can be transferred in the event of your death.
- Beneficiaries can be added via your KoreConX investor account settings.
- This applies to individual investment accounts—if you’re investing via an IRA or trust, your custodian or legal entity may handle beneficiary designations separately.
Ensure your information is kept up to date, and confirm with your estate planner or attorney how this fits into your broader financial strategy.
