Suze Orman's Women & Money (And Everyone Smart Enough To Listen) cover image

Ask Suze & KT Anything: How Should Beneficiaries Be Set Up?

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

00:00

How to Set Up Beneficiaries and Trust in Wills

Donna's question: How should beneficiaries be set up for all the different types of accounts, Roth traditional IRAs, 401ks, brokerage accounts, savings, checkings, etc., etc. Susie asks Katie how to use a revocable trust in wills; she says it doesn't matter if it's a will or a trust truthfully. When you have a named beneficiary, it overrules the wishes of your trust or will just so you know. So Quizie coming up, everybody is for you too, everybody.

Play episode from 27:27
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app