How beneficiaries work with retirement accounts?

by | Sep 14, 2022 | Spousal IRA | 9 comments

How beneficiaries work with retirement accounts?




Today we share the importance of listing beneficiaries in your retirement accounts but, more importantly, we will share how they work so you can be sure to add beneficiaries to your Roth IRA, 401k, or any other retirement plans you may have.

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9 Comments

  1. Jeffrey Biden

    A guest on The Wall Street Journal Report spoke sometime last week about making over $431,000 in 4months with a capital of $100,000, which made me realize that as a beginner i have alot to learn, so please assist me with any pointers or tips that would help me make this much profit.

  2. Chewie 13

    I have a cat who died at 20 years. My vet put down covid death.

  3. David Sedillo

    Writing on the black board: I thought "Brother" said "Brothel". Now that's an idea for a beneficiary!!!

  4. Jack

    Perfect topic, Dustin. My mother-in-law passed about 2 weeks ago, and she had individual, traditional IRA, & Roth IRA accounts to which my wife (& her brother) are equal beneficiaries. Been trying to learn a lot of these details recently actually.

  5. Anthony Thurston

    How does it work if your Roth IRA is dividend paying and you die. Do your heirs continue getting the dividend payouts.

  6. Stephen Hanks

    Sorry to hear about your client losses in 2020. That must be difficult.

  7. Black Vito

    As far as beneficiaries are concerned I really like how the Roth IRA works

  8. Nittle Licky

    If someone heired their parents retirement fund, are they required to take RMD’s

  9. Arnold Johnson

    What happens when your spouse changes her IRA from you as primary beneficiary to someone else without your permission then dies? She stated she was divorced on the beneficiary change form. This is not a community property state.

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