Episode Details
Back to EpisodesWho's the beneficiary of your IRA or 401K? Beware!
Season 5
Episode 11
Published 1 year, 11 months ago
Description
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.
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