Are You Making These IRA Beneficiary Mistakes? Ep #196

from Financial Symmetry: Balancing Today with Retirement · host Chad Smith and Allison Berger

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. ***** 🎥 See a video recap 📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today 🎯 Subscribe to not miss future episodes here 📰 See the full show notes here

Episode metadata supplied by the publisher feed · Published Aug 7, 2023

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Are You Making These IRA Beneficiary Mistakes? Ep #196

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This episode is 23 minutes long.

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This episode was published on August 7, 2023.

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