Making & Breaking Retirement Rules
23 giu 2021 ·
55 min. 56 sec.
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Descrizione
In today's episode of Money on Tap, Ben and Seth cover Apple's legal battle with Epic games, cybersecurity issues regarding retirement accounts and managing your aging parents' finances as they...
mostra di più
In today's episode of Money on Tap, Ben and Seth cover Apple's legal battle with Epic games,
cybersecurity issues regarding retirement accounts and managing your aging parents' finances as they enter the final chapter of their lives.
mostra meno
cybersecurity issues regarding retirement accounts and managing your aging parents' finances as they enter the final chapter of their lives.
- Does a beneficiary designation override a will?
Yes. The beneficiary named on an account — a 401(k), IRA, life insurance policy, annuity, or transfer-on-death registration — supersedes whatever your will says. The custodian holding the asset pays the person on the beneficiary form, and absent a court order they will not read your will. That's why estate readiness means checking all four buckets: assets controlled by your will, by beneficiary designations, by joint ownership, and by trusts — and reviewing them after every major life event: marriage, divorce, birth, death, remarriage, inheritance, or retirement.
Informazioni
| Autore | Seth Krussman & Ben Brayshaw |
| Organizzazione | Seth Krussman & Ben Brayshaw |
| Sito | - |
| Tag |
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