Personal Pension
17 mar 2021 ·
55 min. 39 sec.
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Descrizione
On this episode of Money on Tap, Ben and Seth define the meaning of some really important retirement terms, such as ‘annuity’ and ‘pension.’ Curious to know how those affect...
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On this episode of Money on Tap, Ben and Seth define the meaning of some really important retirement terms, such as ‘annuity’ and ‘pension.’ Curious to know how those affect your retirement plans? Tune into this episode to find out how to make your money work best for you, even in the long run towards retirement.
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- 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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