Are You Making These IRA Beneficiary Mistakes? Ep #196

Financial Symmetry: Balancing Today with Retirement

English - August 07, 2023 07:00 - 23 minutes - 19.2 MB - ★★★★★ - 45 ratings
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Previous Episode: Anchoring to an Arbitrary Dollar Amount

Next Episode: 6 Critical Questions to Ask When You Inherit an IRA, Ep #197

If you're a Modern Family fan, you should enjoy today's episode.

Today, we're diving in the mistakes made when we make assumptions about our IRA beneficiary forms.

Many people don’t realize this but their IRA has the opportunity to be the star player of their estate plan. In this episode, we walk through real world examples, to help you take steps now to avoid similar pitfalls in your own lives.

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