As new clients open accounts or transfer their IRA's to us they are asked who they would like to add as a beneficiary. While most of us understand exactly what this means, it does raise many other questions. We've saved up those questions and today, Dustin covers the top FAQ's when it comes to beneficiaries on your IRA's. If you have a Roth IRA or other IRA type then you can have a beneficiary or even many beneficiaries on your account. You can name a person or even a charity if you like. First there are primary beneficiaries. These are the first in line to get your IRA should you leave this earth. You can name as many as you like as long as you specify a total percentage that equals out to 100%. Next are back up beneficiaries in the event that your primary beneficiary has passed before you. This can also be anyone you like. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments and, usin...
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