Important: Watch This Before Making Beneficiary Designations! Insight from Phoenix Financial Planner Ryan Eaglin
Don't Make Beneficiary Designations Until You Watch This! Phoenix Financial Planner Ryan Eaglin, explains. Making beneficiary designations isn't always as clear cut as you may think. Investments that will allow you to make these beneficiary designations. IRA, SEP, ROTH IRA, SIMPLE IRA, 401k, mutual funds, KEOGH, 403b, REITs, stocks, bonds, index annuities, fixed annuity.... ( read more )
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When it comes to estate planning, one important aspect that often gets overlooked is the designation of beneficiaries. Many individuals make the mistake of assuming that their will or trust will dictate who receives their assets after they pass away. However, this is not always the case. Beneficiary designations on certain accounts or policies can override any instructions stated in a will or trust. To shed lig...