20 min
Who's the beneficiary of your IRA or 401K? Beware! Directed IRA Podcast
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- Investing
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.Don't forget to grab your tickets for the Self-Directed IRA Summit here!Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - ...
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.Don't forget to grab your tickets for the Self-Directed IRA Summit here!Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - ...
20 min