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Ask Suze & KT Anything: Own The Power To Control Your Destiny

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

Updating Roth IRA Beneficiary

KT asks if it's okay to leave the primary beneficiary on her Roth IRA as 'spouse' or if she should update it to her husband's name. They discuss new laws regarding beneficiaries of retirement accounts and recommend changing the beneficiary to avoid complications.

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