EPISODE · May 9, 2020 · 34 MIN
Using Trusts As Beneficiaries
On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.
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Using Trusts As Beneficiaries
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This episode was published on May 9, 2020.
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