IRA Beneficiary mistakes, part II. 866-589-9366 toll-free Making mistakes with your IRA can be costly. There are simple mistakes that can be avoided. As a member of Ed Slott's Master Elite IRA group I have extensive training on avoiding these mistakes. It is much more common that people realize. After spending just a few minutes with me people realize that there are potential issues they were *never* told about. Without the extensive training I have, I'd think the accounts were setup properly too.... ( read more )
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In Part 1 of our article about IRA beneficiary mistakes, we covered some common errors that individuals make when naming beneficiaries for their IRA accounts. In Part 2, we will continue with additional mistakes that can have serious consequences for you and your heirs. Mistake #4: Nam...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)