• Common Beneficiary Mistakes To Avoid

  • May 16 2024
  • Length: 8 mins
  • Podcast

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Common Beneficiary Mistakes To Avoid

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  • Summary

  • When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…

    Here’s some of what we discuss in this episode:

    • Naming minors as beneficiaries
    • Not coordinating your beneficiary designations and your will
    • Not naming alternative or successor beneficiaries
    • Naming your estate as a beneficiary
    • Making errors on the application

    Want to get in touch with Mark?

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526
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Career Success Economics Personal Finance
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