Posts Tagged: Beneficiary designations|Chris Berry|Daily Wisdom|qualified accounts

How to Handle Beneficiary Designations for Qualified Accounts? IRA, 401k, 403b

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It is very important to know how you handle beneficiary designations to ensure that you get the most favorable tax possible. Attorney and Financial Advisor Chris Berry share the strategies on how to do that in this episode of Daily Wisdom. Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement… Read more »