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When you establish an IRA, 401(k), or other retirement account you are required to designate the beneficiary of that account so that the institution/custodian holding the account knows who will receive the account upon your death. Without a properly completed beneficiary designation, your account will be stuck and won’t be able to be moved until a probate court orders otherwise. Learn how to be creative in your designation, while also insuring your beneficiary’s receipt of these benefits on our next show.

Learn more in this episode of the Bottled Business Sense Show.

WFB LEGAL CONSULTINGLAWYER FOR BUSINESSA BEST ASSET PROTECTION Services Group

Bill Bernard – WFBLegalConsulting.com
[email protected]
949.698.6222

Rick Moscoso – Captivate365.com
[email protected]
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTINGLAWYER FOR BUSINESSA BEST ASSET PROTECTION Services Group