Today we’re diving into a topic that might seem simple but is so important: naming beneficiaries for your IRA. Now, you might be thinking, “I’ve already named someone on my form—done and dusted, right?” Well, not exactly. Missteps here can have major consequences for your loved ones and your hard-earned savings. In fact, I’ll share a quick story: a man passed away, and despite his will stating everything should go to his kids, his ex-wife—still listed as his IRA beneficiary—ended up inheritin...
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