Ep 91: 5 Beneficiary Mistakes – Are You Accidentally Spoiling Your Retirement Plan?

<p style="margin: 0in;"><span style= "font-size: 12pt;"><strong><span style= "font-family: Arial, sans-serif; color: #0e101a; font-weight: normal;"> You’ve worked hard for your savings and investments, and we’ve found that most people want to make sure that those funds pass on to someone that’s important to them when they pass.</span></strong></span></p> <p style="margin: 0in;"> </p> <p style="margin: 0in;"><span style= "font-size: 12pt;"><strong><span style= "font-family: Arial, sans-serif; color: #0e101a; font-weight: normal;"> In this episode, Scott will address five, unfortunately, common beneficiary mistakes. These could cost you and your loved ones dearly, and end up spoiling an otherwise well done retirement plan.</span></strong></span></p> <p style="margin: 0in;"> </p> <p><span style="font-size: 12pt;"><strong>Here’s more of what you’ll learn on this episode:</strong></span></p> <ul> <li><span style="font-size: 12pt;">The troubles that could happen when naming minors as your beneficiaries. <strong>(3:53)</strong></span></li> <li><span style="font-size: 12pt;">Why you want to coordinate your beneficiary designations with your will. <strong>(10:30)</strong></span></li> <li><span style="font-size: 12pt;">The risk of not naming alternative or successor beneficiaries <strong>(14:28)</strong></span></li> <li><span style="font-size: 12pt;">Why you don’t want to name your personal estate as a beneficiary. <strong>(15:58)</strong></span></li> <li><span style="font-size: 12pt;">Errors that we see people make in their accounts. <strong>(17:07)</strong></span></li> <li><span style="font-size: 12pt;">A few other things to check for. <strong>(18:07)</strong></span></li> </ul> <p> </p> <p><span style="font-size: 12pt;"><strong>Want to get in touch?</strong></span></p> <p><span style="font-size: 12pt;">Web: <a href= "https://sierensfinancialgroup.com/">https://sierensfinancialgroup.com/</a></span></p> <p><span style="font-size: 12pt;">Email: <a href= "mailto:office@sierensfinancialgroup.com">office@sierensfinancialgroup.