Your Money, Your Wealth cover image

How to Manage Financial Market Stress? With the Help of a Caddie - 398

Your Money, Your Wealth

00:00

The Beneficiary Trumps All

You can't disclaim IRAs, but that has to be within nine months after receiving it. If you're naming your trust as the beneficiary of your retirement account, I highly recommend you don't do that. The only reason why you would want to name a trust is the beneficiary. You might have people on your beneficiary form that you don't need anymore. Visit Ask Joe and Big Al at CNN.com/soulmatestories for more financial advice.

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