How to handle Beneficiary Designations for Qualified Accounts? IRA, 401k, 403b

by | Oct 24, 2022 | 403b | 1 comment

How to handle Beneficiary Designations for Qualified Accounts? IRA, 401k, 403b




How to handle Beneficiary Designations for Qualified Accounts? IRA, 401k, 403b

It is very important to know how you handle beneficiary designations to ensure that you get the most favorable tax possible.
Attorney and Financial Advisor Chris Berry share the strategies on how to do that in this episode of Daily Wisdom.

Castle Wealth Group and Christopher Berry have been helping families with estate planning, elder law, retirement planning, tax planning, and asset protection. It has been their goal to help you keep more of what you worked so hard to earn.

#beneficiarydesignations #qualifiedaccounts

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1 Comment

  1. Brian

    Does the trust that you use as the contingent beneficiary have to be an irrevocable trust to gain the asset protection you mention or does a more typical revocable trust provide that protection as well?

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