In this episode Jim talks about why you would want to name a Trust as a Beneficiary to a retirement account. We also talks about the importance of beneficiaries and trusts.

Naming a Trust as a Beneficiary

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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Naming a Trust as a Beneficiary

Naming a Trust as a Beneficiary