Beneficiary Designations: EDU #2041

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim and Chris sit down to discuss the topic of beneficiary designations and their important role within the financial planning industry. Most importantly, they talk about 401k plans and how blended families can be affected depending on how their beneficiary designations have been set up.