401(k) Beneficiary Designations

Original Air Date: July 8, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change how his 401(k) is distributed should something happen to him. 

Read the Article: https://www.henssler.com/securing-your-legacy-understanding-beneficiary-designations-for-401ks-and-iras