#487 | If You Have a Retirement Account, We Have a Quick Question

Is your 401(k), IRA, or life insurance actually set up to protect your family… or did you accidentally leave them exposed?

Most people think naming a beneficiary is simple, but the truth is, 𝗼𝗻𝗲 𝘄𝗿𝗼𝗻𝗴 𝗰𝗵𝗼𝗶𝗰𝗲 can send your assets through 𝗽𝗿𝗼𝗯𝗮𝘁𝗲, trigger bigger 𝘁𝗮𝘅𝗲𝘀, or even leave your 𝗹𝗼𝘃𝗲𝗱 𝗼𝗻𝗲𝘀 𝘃𝘂𝗹𝗻𝗲𝗿𝗮𝗯𝗹𝗲 to creditors, lawsuits, or divorce.

If you're approaching retirement, this matters more than ever. Your decades of savings, your pension, your insurance, everything works together (or at least it should).

If your beneficiary designations don't match your estate plan, your family could face complications you never saw coming.

This episode breaks down...

• The #1 beneficiary mistake retirees make
• When naming an individual creates risk
• Why a trust can provide protection many don't know about
• How to avoid unnecessary taxes with a properly drafted plan

𝘼 𝙛𝙚𝙬 𝙨𝙢𝙖𝙡𝙡 𝙪𝙥𝙙𝙖𝙩𝙚𝙨 𝙩𝙤𝙙𝙖𝙮 𝙘𝙖𝙣 𝙨𝙥𝙖𝙧𝙚 𝙮𝙤𝙪𝙧 𝙛𝙖𝙢𝙞𝙡𝙮 𝙢𝙖𝙟𝙤𝙧 𝙝𝙚𝙖𝙙𝙖𝙘𝙝𝙚𝙨 𝙡𝙖𝙩𝙚𝙧.

👉 Take a few minutes — listen and protect what you've worked hard to build. 💼✨

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