Do You Know Who The Best Beneficiary Is For Your Retirement Accounts?
Tuesday - June 12, 2012 at 07:52 am
Our next guest is a financial planner who says that he fields many questions about beneficiary designations for retirement accounts. Questions such as: "If my beneficiary designation on my IRA or 401-K is different from my will, which one will be used?" and "How will my beneficiaries be taxed on the distributions from a Roth IRA vs. a traditional IRA?"
Mike Switzer interviews Mike Miller, a certified financial planner with Planfirst in Greenville, SC.