Ask Todd: Naming beneficiaries in an IRA

from The Financial Exchange Show · host The Financial Exchange Network

This week Todd Lutsky explains the reasoing behind naming beneficiaries in your IRA. Todd takes calls from listeners about selling rental properties in a trust and the process of step-up in basis after a spouse passes away.

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This episode is 15 minutes long.

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This episode was published on October 2, 2024.

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