Common Beneficiary Mistakes To Avoid

The Retirement Huddle

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4M ago 8:28

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When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…

Here’s some of what we discuss in this episode:

Naming minors as beneficiaries
Not coordinating your beneficiary designations and your will
Not naming alternative or successor beneficiaries
Naming your estate as a beneficiary
Making errors on the application

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

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