Retire With Peace

Ep 141: IRA Beneficiary Selection


Listen Later

In this episode, Dave Zaegel discusses the critical aspects of beneficiary selection for inherited IRAs, emphasizing the importance of keeping beneficiary designations updated, the implications of naming trusts versus individuals, and the benefits of charitable contributions from IRAs. He provides practical advice on estate planning to ensure that assets are distributed according to the individual's wishes, avoiding complications and unnecessary tax burdens.

...more
View all episodesView all episodes
Download on the App Store

Retire With PeaceBy Dave Zaegel, CPA, CFP

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

6 ratings