Are You Making These IRA Beneficiary Mistakes? Ep #196
Financial Symmetry: Balancing Today with Retirement08/07/23 • 23 min
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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08/07/23 • 23 min
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