542.7K
Downloads
1378
Episodes
A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Thursday Dec 19, 2024
Thursday Dec 19, 2024
Someone asks Paul and Evan a question about IRA beneficiaries and spousal transfers. Can you do a spousal transfer with other primary beneficiaries? What is the difference between a primary and contingent beneficiary? And how are RMDs calculated with multiple beneficiaries? Paul addresses all of these questions and encourages you to make sure that your IRA beneficiaries are up to date.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.