<p>Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid common IRA mistakes.</p>

Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid common IRA mistakes.

Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)

What happens to your stuff when you die?  Is a will really enough?  How much money do you need to make now to retire comfortably later?  Will it be enough to care for a loved one when life changes unexpectedly?  These are some of the many questions answered by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.  For better than five years, they've been meeting with radio listeners weekly addressing these pressing issues, and now their insight and truth is available in a weekly podcast.  Welcome aboard Truth in Planning!

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What happens to your stuff when you die? Is a will really enough? How much money do you need to make now to retire comfortably later? Will it be enough to care for a loved one when life changes unexpectedly? These are some of the many questions answered by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson. For better than five years, they've been meeting with radio listeners weekly addressing these pressing issues, and now their insight and truth is available in a weekly podcast. Welcome aboard Truth in Planning!

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Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)

Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)