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Using Trusts As Beneficiaries

EPISODE · May 9, 2020 · 34 MIN

Using Trusts As Beneficiaries

from Creating Richer Lives

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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