Psst: You're Gonna Die... Bill Harris Interview: Widows, IRA Beneficiaries, Dudes Die First, And Retirement Planning Before You Die episode artwork

EPISODE · Sep 29, 2021 · 30 MIN

Psst: You're Gonna Die... Bill Harris Interview: Widows, IRA Beneficiaries, Dudes Die First, And Retirement Planning Before You Die

from Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Bitcoin Enthusiast · host Matt Franklin - Shark Tank entrepreneur, consultant, indy video producer

This episode is important for ANYONE who's got a spouse, a mate, or any family to whom you want to leave your IRAs. Like it or not, this is an important part of retirement planning. Today we meet Bill Harris of WH Cornerstone Investments. He's the author of "Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets" We cover properly naming beneficiaries AND contingent beneficiaries, and a lot more.“Change your clock, change your smoke alarm batteries, check your beneficiaries”A 401(k) is NOT an IRA. They’re treated differently when you die, and you need to properly name your beneficiary. And your beneficiary needs to know what to do when you die...Here's Bill's website:https://whcornerstone.com/Remember, go to www.rogueretirementlounge.com/crypto to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate!If you have a question you’d like me to answer on the podcast, email me at [email protected] out more episodes at my retirement planning podcast website: www.rogueretirementlounge.comFollow me on twitter! https://twitter.com/LoungeRogueFollow me on Instagram! https://www.instagram.com/lairdgrainger/

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Psst: You're Gonna Die... Bill Harris Interview: Widows, IRA Beneficiaries, Dudes Die First, And Retirement Planning Before You Die

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