This week, we are turning the intricacies of naming beneficiaries and transferring retirement funds into easy, actionable, steps.

 

In this episode, Zacc Call and Laura Hadley chat with, Kelsey Dent, Partner & Director of Financial Services at Capita Financial Network as she shares her insight around the process of naming beneficiaries, how to do so properly, and how to avoid some of the most common mistakes.

 

Zacc, Laura, and Kelsey discuss:

 

• How to take money out and avoid paying maximum tax penalties on your retirement accounts

• Everything you need to know about inherited IRAs (and some recent law changes around them)

• Primary versus contingent beneficiaries and how you can use them to your benefit

• The types of assets that you need to list a beneficiary on

• And more

 

Resources:

 

• Guided Path 5-2 Trusts and Wills

 

Connect with Capita Financial Network:

 

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network

 

Connect with Kelsey Dent:

 

• LinkedIn: Kelsey Dent

• Capita Financial Network

 

About Kelsey Dent:

 

Kelsey Dent is a partner & director of financial services at Capita Financial Network. Kelsey has been working at Capita for 7 years now and was the fifth employee on the team! Now Capita’s team has expanded to 38 employees.

 

Kelsey is exceptional with client servicing and project management. “Typically those not wanting to manage people or manage a team are the best managers” and that is exactly the case for Kelsey. She is joining Zacc Call and Laura Hadley on the show today to share some insight on naming beneficiaries and how to do so efficiently and effectively.