Is Your Spouse Protected by Your Retirement Account?

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Your spouse can just roll your retirement account into theirs when you die. Tu p s a new term to me, but it's just annuitizing the annuity, orannuitizing the retirement account when you died. All right, so our last question to day is another one on state planning. This one os from emal. Do you think i should accept at a point that we need to work with these trust lawyers, accountants and advisers or should i push on ahead as to do it yourself? I hope that answers the question.

Dr. Disha Spath is hosting with us again this week! Together we answer questions about marriage, family and finances. We talk about merging finances when you get married, 529 and UTMA accounts, how to manage complicated trusts, and how to add beneficiaries to trusts. We also discuss the importance of women getting their term life and disability insurance in place well before they become pregnant. See the show notes at https://www.whitecoatinvestor.com/marriage-kids-and-finances

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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

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