IRA Beneficiary or your Will – Who Wins?

by | Aug 19, 2022 | Spousal IRA | 2 comments

IRA Beneficiary or your Will – Who Wins?




Do you have to seek your spouse’s approval if you want someone else to be the IRA beneficiary? When was the last time you checked your forms? Learn about what a Roth IRA can do for you and your retirement goals.
IRA Financial has the answers to your questions.

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

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2 Comments

  1. Franco

    What if you have a living trust, can you make the trust the primary beneficiary or secondary after spouse?

  2. TravelerSmith

    WARNING WARNING ⚠️ ⚠️ ⚠️
    Don’t take what you hear at face value. Do lots of research.
    Adam claims you can get the keys to your crypto if you have an IRA through his company. His employees say otherwise.
    I’ve been trying to and the best hope I’ve been told is they will buy a wallet with my IRA contributions from AMAZON. I cannot use my own wallet. I cannot buy a wallet myself.

    I hope no one ever gets a wallet from AMAZON.

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