PLAY PODCASTS
Using Trusts As Beneficiaries

Using Trusts As Beneficiaries

Creating Richer Lives · Karl Eggerss

May 9, 202034m 0s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.