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On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.
By Karl Eggerss5
2727 ratings
On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.

3,966 Listeners