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    • Experience and Independence
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    • Team
    • Process and Philosophy
    • Fees
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  • Contact/
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Pacific Horizon Investment Management: Seattle Financial Advisor

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Pacific Horizon Investment Management, LLC Blog

Pacific Horizon Investment Management: Seattle Financial Advisor
  • Home/
  • About/
    • Experience and Independence
    • Services and Life Transitions
    • Team
    • Process and Philosophy
    • Fees
  • Blog/
  • Contact/
  • Client Access/
November 13, 2025

This is the ‘biggest mistake’ you can make with your IRA.

November 13, 2025/ William Robbins

Many investors overlook beneficiary designations, which dictate who receives the account after you die. The error could incur significantly higher fees and taxes, or worse, disburse the account to the wrong heir.

Click here to read more…

November 13, 2025/ William Robbins/ Comment

William Robbins

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Pacific Horizon Investment Management, LLC
500 Union Street, Suite 835, Seattle, WA 98101
T: 206-682-1181
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