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:
Remember, go to www.rogueretirementlounge.com/crypto to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate!
If you have a question you’d like me to answer on the podcast, email me at firstname.lastname@example.org
Follow me on twitter! https://twitter.com/LoungeRogue
Follow me on Instagram! https://www.instagram.com/lairdgrainger/