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How a Forgotten Form Led to His Ex Getting His $1 Million Retirement Account
They broke up 35 years ago. He left her his nearly $1 million retirement account. The years-long legal battle that ensued is a cautionary tale. WSJ personal finance reporter Ashlea Ebeling joins host J.R. Whalen to discuss how this happened and the mistakes to avoid when filling out beneficiary forms.
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By The Wall Street Journal
4
16591,659 ratings
They broke up 35 years ago. He left her his nearly $1 million retirement account. The years-long legal battle that ensued is a cautionary tale. WSJ personal finance reporter Ashlea Ebeling joins host J.R. Whalen to discuss how this happened and the mistakes to avoid when filling out beneficiary forms.
Sign up for the WSJ's free Markets A.M. newsletter.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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