What Happens When You Don’t Designate a Beneficiary
- Author
- Henssler Financial
- Published
- Tue 15 Feb 2022
- Episode Link
- None
Original Air Date: February 12, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS® and Giuliana Barbagelata, CFP®, discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate.
Read the Article: https://www.henssler.com/leaving-your-wealth-to-the-irs-and-a-headache-to-your-heirs
