EPISODE · Apr 11, 2024 · 20 MIN
Who's the beneficiary of your IRA or 401K? Beware!
from Directed IRA Podcast · host Mat Sorensen and Mark Kohler
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.Don't forget to grab your tickets for the Self-Directed IRA Summit here!For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
What this episode covers
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all. Don't forget to grab your tickets for the Self-Directed IRA Summit here! For questions or to learn more about this episode's topic, book a call with an IRA specialist ...
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Who's the beneficiary of your IRA or 401K? Beware!
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