Are Your IRA Beneficiaries Up to Date?

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.