Retirement Planning Education, with Andy Panko cover image

#049 - The basics of estate planning

Retirement Planning Education, with Andy Panko

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How to Transfer a Tod Beneficiary Account

The actual transfer the facilitation of your does your ears getting it usually should happen faster than having to go through court and the will. The typical process is if I'm a TOD beneficiary and someone's account and that person dies. And then generally speaking I think Schwab should turn around pretty quickly and say, Yep, you're right, confirm death. Confirm your one of the transfer on death beneficiaries. Here you go, the county yours.

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