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The Good, Bad and Ugly of Beneficiary Designations

Author
Tim Sechler
Published
Sat 08 Apr 2023
Episode Link
None

It is more than likely that you currently own an asset with beneficiary designations.  Is that a good idea?

In this episode, Tim tackles some misconceptions about beneficiary designations.  He discusses where beneficiary designations help and when they should be avoided.  It's a good listen for you and your financial advisor.

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