Ep 42: 5 Beneficiary Mistakes- Are You Accidentally Spoiling Your Retirement Plan?

Money Chic: Financial Education with Shari Rash

Kandungan disediakan oleh Shari Rash. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Shari Rash atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

1+ y ago 14:40

MP3•Laman utama episod

In this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly.

Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.

In this episode, we’ll share:

Under the law, if you name minors as beneficiaries, they can't receive every benefit until they’re 18 or older. (2:26)
The beneficiary designation automatically overrides your will, so it’s important to ensure the two documents work together. (4:35)
It’s important to designate contingent beneficiaries. (7:41)

Want to get in touch? Start here --> https://greenwaywealthadvisory.com/get-in-touch/

70 episod

#Trading #Careers #Business #Shari Rash #Retirement Planning