Episode Details
Back to EpisodesHow a Forgotten Form Led to His Ex Getting His $1 Million Retirement Account
Episode 1841
Published 2 years, 3 months ago
Description
They broke up 35 years ago. He left her his nearly $1 million retirement account. The years-long legal battle that ensued is a cautionary tale. WSJ personal finance reporter Ashlea Ebeling joins host J.R. Whalen to discuss how this happened and the mistakes to avoid when filling out beneficiary forms.
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