Who you choose as beneficiaries for your retirement accounts and how you designate each beneficiary can have a significant impact on your family. In this episode, I will go over some important things to think about when setting up your beneficiaries and what you can do to ensure that things go smoothly. From planning ahead for the tax implications to ensuring the money gets to the right people, I will give you an overview of the key things you need to know.

You can access the full show notes and more by visiting: https://www.forgewealth.com/