The Stacking Benjamins Show cover image

Dump Your Time Management System!

The Stacking Benjamins Show

00:00

Is There a Specific Age That You Can Change Up Beneficiaries Byr?

It's a unique type of account in that if you did the same thing with an upma account, which existed prior to five 29. You can change te beneficiary once a year, anybody you want. Well, not anybody. It's got to be with an unextended family tree. But basel, anybody. The money is already a gift, and it technically is owned by the person. So there's no harm in letting it sit there, you an, it's hard to get back again.

Play episode from 51:29
Transcript

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