Psst: You're Gonna Die... Bill Harris Interview: Widows, IRA Beneficiaries, Dudes Die First, And Retirement Planning Before You Die
This episode is important for ANYONE who's got a spouse, a mate, or any family to whom you want to leave your IRAs. Like it or not, this is an important part of retirement planning.
Today we meet Bill Harris of WH Cornerstone Investments. He's the author of "Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets"
We cover properly naming beneficiaries AND contingent beneficiaries, and a lot more.
“Change your clock, change your smoke alarm batteries, check your beneficiaries”
A 401(k) is NOT an IRA. They’re treated differently when you die, and you need to properly name your beneficiary. And your beneficiary needs to know what to do when you die...
Here's Bill's website:
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