Episode Details
Back to Episodes
How to transfer your retirement funds, a trustee vs a beneficiary, and safe growth
Published 4 years, 4 months ago
Description
We'll look at how easy it is to transfer your retirement funds from an at-risk account to a safe-money account, discusses the differences between a trustee and a beneficiary, and looks inside a case file where a couple in their late 50’s wanted to protect their retirement savings while still allowing it to grow for the next 10 years. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com