Ep 42: 5 Beneficiary Mistakes- Are You Accidentally Spoiling Your Retirement Plan?

Money Chic: Financial Education with Shari Rash

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1+ y ago 14:40

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In this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly.

Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.

In this episode, we’ll share:

Under the law, if you name minors as beneficiaries, they can't receive every benefit until they’re 18 or older. (2:26)
The beneficiary designation automatically overrides your will, so it’s important to ensure the two documents work together. (4:35)
It’s important to designate contingent beneficiaries. (7:41)

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71 episode

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