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.

Transcript
Play full episode

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