
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