What Happens to Retirement Accounts If a Spouse Dies?
Featuring Scott Bishop, MBA, CPA/PFS, CFP® | Friday, August 4th, 2017
When thinking about retirement funds, you’re probably most worried about having enough money to live comfortably. What people often forget to plan for – quite understandably – is their eventual passing. For the sake of your spouse or other family members, make sure things are set up correctly. It’s not enough to just make the money; you have to protect it as well – and ensure it gets into the right hands after your death.
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