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EP7 Retirement Account Beneficiaries
In this episode Taylor Hedges, Registered Client Services Associate, discusses what a beneficiary is and the difference between primary and contingent beneficiaries.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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By Mercer Wealth ManagementIn this episode Taylor Hedges, Registered Client Services Associate, discusses what a beneficiary is and the difference between primary and contingent beneficiaries.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.