Скачать или смотреть Who Should Be My Retirement Account Beneficiary?

Deciding who inherits your retirement savings is more complex than just naming a loved one. This video breaks down the crucial factors you need to consider to ensure your hard-earned assets go where you intend, without unnecessary delays or taxes.

Discover essential insights into naming beneficiaries for your retirement accounts:
► Understand the difference between primary and contingent beneficiaries.
► Learn about per stirpes vs. per capita designations and their implications.
► Find out why naming a trust as a beneficiary can be beneficial, but also complex.
► Consider the tax consequences for different types of beneficiaries.
► Avoid common pitfalls that can lead to unintended consequences or probate.


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