Important Beneficiary Designation Rules for IRA's and Other Retirement Accounts

When you establish an IRA, 401(k), or other retirement account you are required to designate the beneficiary of that account so that the institution/custodian holding the account knows who will receive the account upon your death. Without a properly completed beneficiary designation, your account will be stuck and won’t be able to be moved until a probate court orders otherwise. Learn how to be creative in your designation, while also insuring your beneficiary’s receipt of these benefits on our next show.   Learn more in this episode of the Bottled Business Sense Show.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com bill@wfblegalconsulting.com 949.698.6222

Rick Moscoso – Captivate365.com rick@captivate365.com 949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group