How Annuities Help Prevent Catastrophic Beneficiary Mistakes
Update: 2025-08-01
Description
Did you know that your will doesn’t control who gets your retirement accounts? That job belongs to your beneficiary forms—and if those aren’t right, everything else falls apart.
In this episode, Marty Becker explains why annuities have a built-in advantage when it comes to estate planning and passing your assets to loved ones. You’ll hear about three real-life court cases where families lost hundreds of thousands due to outdated forms—and how you can avoid the same fate.
You’ll learn:
- Why annuities require beneficiary designations (and how that protects you)
- What accounts to review—and how to get physical proof of your forms
- How to organize and update your financial records
- What to avoid when inheriting an IRA or retirement account
This episode is a must-listen for anyone who owns annuities, retirement accounts, or just wants to keep their estate plan airtight.
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